Jackson Walker Llp Qualified Retirement Plan Ii
Sponsored by Jackson Walker Llp · EIN 750764921 · Plan #004
- Total assets
- $207M
- Net assets
- $207M
- Active participants
- 514
- With balances
- 622
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 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 | $59,196 |
| Capfinancial Partners Llc | Investment advisory (participants), Direct payment from the plan | $29,366 |
| Wiseowl Capital Llc | Investment advisory (participants), Direct payment from the plan | $18,575 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $764 |