Plan Snapshot
- Plan Sponsor: Jackson Walker LLP
- Sponsor EIN: 750764921
- Sponsor Address: 2323 ROSS AVENUE, SUITE 600, DALLAS, TX, 75201
- Plan Type: 401(k)
- Total Participants: 490
- Total Assets: $309.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 490 | $309.0M | $4.8M | $9.4M |
| 2023 | 489 | $261.4M | $4.4M | $8.6M |
| 2022 | 454 | $217.0M | $3.8M | $7.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | NONE | $58,954 | — | $58,954 |
| LUTHER KING CAPITAL MANAGEMENT | NONE | $20,343 | — | $20,343 |
| BOK FINANCIAL PRIVATE WEALTH I | NONE | $12,663 | — | $12,663 |
| WISEOWL CAPITAL LLC | NONE | $5,846 | — | $5,846 |
| GRANT THORNTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES INC — NONE
- GRANT THORNTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $97,806
- Estimated Expense Ratio: 0.032% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $100,352 | $46,432 | $1,080 | — | — |
| 2023 | $150,349 | $97,925 | $1,255 | — | — |
| 2022 | $138,007 | $85,114 | — | — | $2,491 |