Jackson Walker Llp Qualified Retirement Plan I
Sponsored by Jackson Walker Llp · EIN 750764921 · Plan #002
- Total assets
- $309M
- Net assets
- $309M
- Active participants
- 490
- With balances
- 603
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Bok Financial Private Wealth, Inc. CRD 106733 | fuzzy_auto · 99% | 2024 |
| Wiseowl Capital, Llc CRD 166920 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $58,954 |
| Luther King Capital Management | Trustee (directed), Direct payment from the plan | $20,343 |
| Bok Financial Private Wealth I | Investment advisory (participants), Direct payment from the plan | $12,663 |
| Wiseowl Capital Llc | Investment advisory (participants), Direct payment from the plan | $5,846 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $967 |