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: 514
- Total Assets: $207.0M
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 | 514 | $207.0M | $4.9M | $6.1M |
| 2023 | 488 | $182.7M | $4.3M | $5.6M |
| 2022 | 441 | $146.4M | $3.8M | $4.6M |
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 | $59,196 | — | $59,196 |
| CAPFINANCIAL PARTNERS LLC | NONE | $29,366 | — | $29,366 |
| WISEOWL CAPITAL LLC | NONE | $18,575 | — | $18,575 |
| 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: $107,137
- Estimated Expense Ratio: 0.052% 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 | $110,303 | $58,129 | $394 | — | — |
| 2023 | $108,399 | $55,921 | $1,225 | — | — |
| 2022 | $75,207 | $23,666 | — | — | $1,859 |