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Original filing (PDF)20251015100704NAL0004259057001
JACKSON WALKER LLP
Form 5500
FILING_RECEIVED
JACKSON WALKER L.L.P. PARTNERS CASH BALANCE PLAN IV
Defined-benefit pension plan
Signals · 2
65% in single holdingNo recordkeeper disclosed
Active participants
129
Accounts w/ balance
—
Plan assets (EOY)
$15.5M
Net assets (EOY)
$15.5M
How this plan invests
This plan
12 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Schwab Treasury Oblig Money FD Ultra Money Market Fund" is 65% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
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
009
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1C · Cash balance or similar hybrid DB
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
10 direct securities· $14.9M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab Treasury Oblig Money FD Ultra Money Market Fund | — | — | $10.1M | $10.1M | 65.4% | |
| Interest bearing cash held at Charles Schwab Trust Bank Interest bearing cash | — | — | $2.7M | $2.7M | 17.5% | |
| Government agency obligations US Treasury Bill U.S. Treasury security | — | — | $382K | $399K | 2.6% | |
| US Treasury Note 12/31/2025 4.25% U.S. Treasury security | — | — | $300K | $300K | 1.9% | |
| US Treasury Note 03/31/2025 3.875% U.S. Treasury security | — | — | $275K | $275K | 1.8% | |
| US Treasury Note 06/30/2026 4.625% U.S. Treasury security | — | — | $250K | $251K | 1.6% | |
| US Treasury Note 02/28/2026 4.625% U.S. Treasury security | — | — | $250K | $251K | 1.6% | |
| US Treasury Note 05/31/2025 4.25% U.S. Treasury security | — | — | $249K | $250K | 1.6% | |
| US Treasury Note 07/10/2025 U.S. Treasury security | — | — | $238K | $245K | 1.6% | |
| Schwab US Dividend Equity ETF Exchange Traded Fund | — | — | $115K | $123K | 0.8% |
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