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Original filing (PDF)20251015100057NAL0002207235001
JACKSON WALKER LLP
Form 5500
FILING_RECEIVED
JACKSON WALKER LLP QUALIFIED RETIREMENT PLAN I
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
490
Accounts w/ balance
603
Plan assets (EOY)
$309.0M
Net assets (EOY)
$309.0M
How this plan invests
This plan
45 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (3 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JACKSON WALKER LLP.
Plan sponsor
Name
JACKSON WALKER LLP
EIN
75-0764921
Address
2323 ROSS AVENUE, SUITE 600 · DALLAS, TX · 75201
Phone
(214) 953-6000
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $59K | — |
| LUTHER KING CAPITAL MANAGEMENT | 75-0163033 | — | NONE | $20K | — |
| BOK FINANCIAL PRIVATE WEALTH I | 84-1333402 | — | NONE | $13K | — |
| WISEOWL CAPITAL LLC | 46-1886612 | — | NONE | $6K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $967 | — |
Investments
36 direct securities· $311.8M(100% of reported assets)
Uncategorized
$294.8M
35 holdings
Mutual Funds
$17.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $50.8M | 16.4% | |
| Self-Directed Brokerage Account * Charles Schwab Trust Bank Personal Choice Retirement | — | — | — | $33.6M | 10.9% | |
| American Funds American Funds The Income Fund of America - R6 | — | — | — | $23.2M | 7.5% | |
| American Funds American Funds The Growth Fund of America - R6 | — | — | — | $18.5M | 6.0% | |
| Vanguard Wellington Fund Admiral Shares | — | — | — | $17.6M | 5.7% | |
| American Funds American Funds Investment Company of America - R6 | Mutual Funds | — | — | $17.0M | 5.5% | |
| VANGUARD US GROWTH ADMIRAL Registered Investment Company | — | — | — | $15.3M | 4.9% | |
| Vanguard PRIMECAP Fund Admiral Shares | — | — | — | $14.0M | 4.5% | |
| Vanguard Mid-Cap Index Fund Institutional Shares | — | — | — | $12.6M | 4.1% | |
| American Funds Europacific Growth - R6 | — | — | — | $11.5M | 3.7% | |
| Vanguard Small-Cap Index Fund Institutional Shares | — | — | — | $10.0M | 3.2% | |
| VANGUARD TOTAL BD MKT IDX INST Registered Investment Company | — | — | — | $8.6M | 2.8% | |
| Money Market Funds Vanguard Fed Money Market Fund | — | — | — | $7.8M | 2.5% | |
| American Funds American Funds Small Cap World - R6 | — | — | — | $7.6M | 2.4% | |
| Vanguard Investment Target Retirement 2025 | — | — | — | $7.2M | 2.3% | |
| Vanguard Investment Target Retirement 2045 | — | — | — | $7.0M | 2.3% | |
| METROPOLITAN WEST TTL RTN BD I Registered Investment Company | — | — | — | $6.8M | 2.2% | |
| Vanguard Investment Target Retirement 2050 | — | — | — | $5.3M | 1.7% | |
| Vanguard Investment Target Retirement 2055 | — | — | — | $4.6M | 1.5% | |
| Vanguard Investment Target Retirement 2030 | — | — | — | $4.4M | 1.4% | |
| Vanguard Investment Target Retirement 2035 | — | — | — | $4.0M | 1.3% | |
| Vanguard Investment Target Retirement 2040 | — | — | — | $3.3M | 1.1% | |
| Vanguard Investment Target Retirement 2020 | — | — | — | $3.3M | 1.1% | |
| Vanguard Real Estate Index Fund Institutional Shares | — | — | — | $3.2M | 1.0% | |
| FEDERATED INSTL HI YLD BOND Registered Investment Company | — | — | — | $2.8M | 0.9% | |
| Vanguard Investment Target Retirement 2060 | — | — | — | $1.9M | 0.6% | |
| VANGUARD GNMA ADM Registered Investment Company | — | — | — | $1.8M | 0.6% | |
| NON SCHWAB ASSETS Other Assets | — | — | — | $1.7M | 0.5% | |
| Provident Trust Group Self-Directed Brokerage | — | — | — | $1.7M | 0.5% | |
| Vanguard Equity Income Admiral | — | — | — | $1.3M | 0.4% | |
| to 9.50% and maturing through 2039 | — | — | — | $1.2M | 0.4% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | — | — | — | $1.2M | 0.4% | |
| Vanguard Investment Target Income | — | — | — | $603K | 0.2% | |
| Vanguard Investment Target Retirement 2070 | — | — | — | $293K | <0.1% | |
| Vanguard Investment Target Retirement 2065 | — | — | — | $232K | <0.1% | |
| LIMITED PARTNERSHIP Limited Partnership | — | — | — | $1K | <0.1% |