Plan Ledger DOL Form 5500 · updated monthly

Jackson Walker LLP401(k)

JACKSON WALKER LLP QUALIFIED RETIREMENT PLAN I · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.04%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Jackson Walker LLP reported $100,352 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $9,810 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.06% to 0.04%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 287th-largest of 5,688 plans among Texas employers on file, and the 546th of 11,654 in professional & technical services. In 2024, employees put in $1.96 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$309,009,809
Participants with balances603
Active participants490
Employer contributions$4,806,838
Employee contributions$9,403,039
Employer contribution per active participant$9,810
Average account balance$512,454
Benefits paid to participants$14,277,157
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$309.0M · 603 accts · $4.8M emplr
2023$261.4M · 603 accts · $4.4M emplr
2022$217.0M · 561 accts · $3.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$53,920
Investment management$46,432
Total administrative$100,352
The Jackson Walker LLP 401(k) match · 2024
Employer contribution per active participant$9,810
Median for plans this size$4,294
2024$9,810 per active participant
2023$8,949 per active participant
2022$8,279 per active participant

Jackson Walker LLP's 2024 employer contribution ran above the $4,294 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
SCHWAB RETIREMENT PLAN SERVICES INC · Recordkeeping · Investment advisory (participants)$58,954
LUTHER KING CAPITAL MANAGEMENT · Trustee (directed)$20,343
BOK FINANCIAL PRIVATE WEALTH I · Investment advisory (participants)$12,663
WISEOWL CAPITAL LLC · Investment advisory (participants)$5,846
CHARLES SCHWAB & CO., INC. · Securities brokerage$967

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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Administrative cost history3
2024$100,352 · 0.04%
2023$150,349 · 0.06%
2022$138,007 · 0.06%
All plans at this employer2
JACKSON WALKER LLP QUALIFIED RETIREMENT PLAN I401(k)
JACKSON WALKER LLP QUALIFIED RETIREMENT PLAN II401(k)
Same employer
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American Bureau of Shipping TX$344.9M · 0.05%
Sourcehov, LLC TX$338.9M · 0.19%
Claims Services Group, LLC TX$314.9M · 0.12%
Fugro (USA) Holdings Inc TX$306.6M · 0.28%
Hks, Inc. TX$290.9M · 0.04%
Winstead PC TX$286.3M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 750764921 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.