# Jackson Walker LLP 401(k) Plan
Source: https://planprovider.pro/companies/jackson-walker-llp-401k-plan-004

> Jackson Walker LLP's 401(k) plan: 514 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [GRANT THORNTON LLP](https://planprovider.pro/provider/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|

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