# Jackson Lewis P.C. DC Plan
Source: https://planprovider.pro/companies/jackson-lewis-p-c-plan-003

> Jackson Lewis P.C.'s DC plan: 508 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [BDO](https://planprovider.pro/provider/bdo-usa-pc) — 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|—|—|—|

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