Plan Snapshot
- Plan Sponsor: Jackson Lewis P.C.
- Sponsor EIN: 463862389
- Sponsor Address: 1133 WESTCHESTER AVENUE, SUITE S125, WEST HARRISON, NY, 10604
- Plan Type: DB
- Plan Number: 004
- Total Participants: 326
- Total Assets: $49.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 326 | $49.1M | $0 | $0 |
| 2024 | 304 | $40.9M | $17.1M | $0 |
| 2023 | 300 | $30.3M | $11.8M | $0 |
| 2022 | 291 | $21.9M | $12.1M | $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 |
|---|---|---|---|---|
| FUTUREPLAN | Other Service Provider | $78,363 | — | $78,363 |
| MATRIX TRUST COMPANY | Recordkeeper | $37,969 | — | $37,969 |
| BDO USA, P.C. | Auditor | $26,780 | — | $26,780 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $143,112
- Estimated Expense Ratio: 0.291% 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 | $11,429,332 | $20,687 | — | $26,780 | — |
| 2024 | $143,671 | $13,926 | — | $27,760 | — |
| 2023 | $127,089 | — | — | $26,550 | — |
| 2022 | $140,365 | $3,242 | $2,778 | — | $119,305 |