Plan Snapshot
- Plan Sponsor: Jackson Lewis P.C.
- Sponsor EIN: 463862389
- Sponsor Address: 1133 WESTCHESTER AVE., WEST HARRISON, NY, 10604
- Plan Type: DC
- Total Participants: 508
- Total Assets: $21.7M
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. |
|---|---|---|---|---|
| 2024 | 508 | $21.7M | $2.2M | $0 |
| 2023 | 530 | $18.7M | $2.3M | $0 |
| 2022 | 283 | $15.6M | $1.9M | $0 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $34,524 | — | $34,524 |
| BDO | ACCOUNTANT/AUDITOR | $26,760 | — | $26,760 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- BDO — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,284
- Estimated Expense Ratio: 0.282% 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 |
|---|---|---|---|---|---|
| 2024 | $67,216 | $2,771 | — | $26,760 | — |
| 2023 | $72,747 | $1,085 | — | $35,800 | — |
| 2022 | $13,706 | $1,381 | — | — | — |