Stacy Wetherhold signed Jackson Lewis P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Jackson Lewis P.C.'s EIN is 46-3862389.
Download the official 2024 Form 5500 (PDF) for Jackson Lewis P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Jackson Lewis P.C.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST | 26-0058143 | — | INVESTMENT ADVISOR | $77K | — |
| STRATEGIC ADVISORS, INC. |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $52K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO | 13-5381590 | — | ACCOUNTANT/AUDITOR | $27K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $108.5M | 17.4% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $82.8M | 13.3% | |
| Participant-Directed Brokerage Account * Fidelity BrokerageLink | Self-Directed Brokerage | — | — | $68.7M | 11.0% | |
| JPMorgan US Equity R6 | Other securities | — | — | $48.5M | 7.8% | |
| John Hancock John Hancock Bond R6 | Other securities | — | — | $38.3M | 6.1% | |
| GG EUROPAC GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $24.0M | 3.9% | |
| Funds MetLife Stable Value Solutions Fund II MetLife Stable Class 25 | Common Collective Trusts | — | — | $18.6M | 3.0% | |
| METLIFE STBLE VAL 25 GREAT GRAY TRUST COMPANY, LLC · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $18.6M | 3.0% | |
| Fidelity Small Cap Growth K6 | Mutual Funds | — | — | $18.5M | 3.0% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $17.3M | 2.8% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $16.6M | 2.7% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $14.5M | 2.3% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $14.1M | 2.3% | |
| Fidelity Government Money Market K6 | Mutual Funds | — | — | $13.5M | 2.2% | |
| American Century American Century Mid Cap Value R6 | Other securities | — | — | $13.1M | 2.1% | |
| Fidelity Mid Cap Stock K6 | Mutual Funds | — | — | $13.0M | 2.1% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $11.9M | 1.9% | |
| COL DIV INC INST 300 AMERIPRISE TRUST COMPANY · EIN 87-1854339 / PN 090 | Common Collective Trust | — | — | $10.5M | 1.7% | |
| Fidelity Total International Index | Mutual Funds | — | — | $10.2M | 1.6% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $10.0M | 1.6% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $10.0M | 1.6% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $9.5M | 1.5% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $6.2M | 1.0% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $6.0M | 1.0% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $5.6M | 0.9% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $5.4M | 0.9% | |
| Participant Loans Interest of 4.25% to 9.50% - | Bonds / Notes | — | — | $3.9M | 0.6% | |
| Mutual and Money Market Funds Victory Sycamore Victory Sycamore Small Company Opp R6 | Cash / Money Market | — | — | $3.3M | 0.5% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $3.3M | 0.5% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $2.7M | 0.4% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $457K | <0.1% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $199K | <0.1% | |
| GG EUROPAC GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
