Plan Snapshot
- Plan Sponsor: Jackson Lewis P.C.
- Sponsor EIN: 463862389
- Sponsor Address: 1133 WESTCHESTER AVE., WEST HARRISON, NY, 10604
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 2,852
- Total Assets: $703.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 2,852 | $703.0M | $0 | $0 |
| 2024 | 2,250 | $623.9M | $14.5M | $23.4M |
| 2023 | 2,100 | $524.4M | $13.2M | $20.5M |
| 2022 | 1,436 | $471.9M | $12.3M | $18.8M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CAPTRUST | Investment Advisor | $99,274 | — | $99,274 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $66,822 | — | $66,822 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $54,639 | — | $54,639 |
| BDO | Auditor | $25,750 | — | $25,750 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $246,485
- Estimated Expense Ratio: 0.035% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $62,706,028 | $66,822 | $900 | $25,750 | — |
| 2024 | $211,620 | $52,124 | $1,500 | $26,760 | — |
| 2023 | $213,913 | $139,555 | — | $35,800 | — |
| 2022 | $365,181 | $137,894 | — | — | — |