What public Form 5500 filings show about the Jackson Walker LLP 401(k) plan — and how to find and check your own account.
Jackson Walker LLP (EIN 75-0764921) reports JACKSON WALKER LLP QUALIFIED RETIREMENT PLAN I on its most recent Form 5500, with $516.0M in plan assets across 1,004 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Jackson Walker LLP filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Jackson Walker LLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WISEOWL CAPITAL, CHARLES SCHWAB & CO, LUTHER KING CAPITAL MANAGEMENT, BOK FINANCIAL PRIVATE WEALTH I, CAPFINANCIAL PARTNERS.
