Find an old Jackson Walker 401(k)
Jackson Walker LLP Qualified Retirement Plan II
Jackson Walker LLP · Plan 004 · EIN 75-0764921 · Dallas, TX
| Plan administrator | Jackson Walker LLP 2323 Ross Avenue, Suite 600, Dallas, TX 75201 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Schwab Retirement Plan Services Inc | Schedule C ↗ |
| Former employees with balances | 123 separated participants still had money in the plan | Form 5500 ↗ |
Jackson Walker LLP Qualified Retirement Plan I
Jackson Walker LLP · Plan 002 · EIN 75-0764921 · Dallas, TX
| Plan administrator | Jackson Walker LLP 2323 Ross Avenue, Suite 600, Dallas, TX 75201 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Schwab Retirement Plan Services Inc | Schedule C ↗ |
| Former employees with balances | 125 separated participants still had money in the plan | Form 5500 ↗ |
Jackson Walker L.L.P. Partners Cash Balance Plan III
Jackson Walker LLP · Plan 008 · EIN 75-0764921 · Dallas, TX
| Plan administrator | Jackson Walker LLP 2323 Ross Avenue, Suite 600, Dallas, TX 75201 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
Jackson Walker L.L.P. Partners Cash Balance Plan IV
Jackson Walker LLP · Plan 009 · EIN 75-0764921 · Dallas, TX
| Plan administrator | Jackson Walker LLP 2323 Ross Avenue, Suite 600, Dallas, TX 75201 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
Jackson Walker L.L.P. Partners Cash Balance Plan I
Jackson Walker L.L.P. · Plan 005 · EIN 75-0764921 · Dallas, TX
| Plan administrator | Jackson Walker L.L.P. 2323 Ross Avenue, Suite 600, Dallas, TX 75201 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
| Termination | The plan year 2022 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Jackson Walker L.L.P. Partners Cash Balance Plan II
Jackson Walker L.L.P. · Plan 006 · EIN 75-0764921 · Dallas, TX
| Plan administrator | Jackson Walker L.L.P. 2323 Ross Avenue, Suite 600, Dallas, TX 75201 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
| Termination | The plan year 2022 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Jackson Walker 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually taxed, plus a 10% penalty if you are under 59½. |
General information, not financial or tax advice. Rules depend on your plan and situation.
How to track down the account
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old Jackson Walker 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Jackson Walker LLP, (214) 953-5834. The accounts are held by the recordkeeper, Schwab Retirement Plan Services Inc. Have your Social Security number and dates of employment ready.
What is the Jackson Walker 401(k) phone number?
The plan administrator phone number on the plan year 2024 filing is (214) 953-5834.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Jackson Walker and does not hold accounts. Not financial advice. Report a correction