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Original filing (PDF)20250730091850NAL0004436625001
JACKSON LEWIS P.C.
Form 5500
FILING_RECEIVED
JACKSON LEWIS P.C. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
2,250
Accounts w/ balance
2,113
Plan assets (EOY)
$623.9M
Net assets (EOY)
$623.9M
How this plan invests
This plan
17 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JACKSON LEWIS P.C..
Plan sponsor
Name
JACKSON LEWIS P.C.
EIN
46-3862389
Address
1133 WESTCHESTER AVE. · SUITE S125 · WEST HARRISON, NY · 10604
Phone
(914) 872-6767
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-30
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2A · Age/service weighted or new comparability
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $55K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST | 26-0058143 | — | INVESTMENT ADVISOR | $77K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $52K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO | 13-5381590 | — | ACCOUNTANT/AUDITOR | $27K | — |
Investments
16 direct securities · 17 pooled funds· $627.9M(100% of reported assets)
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.
Uncategorized
$437.2M
15 holdings
Common Collective Trust
$172.1M
17 holdings
Common Collective Trusts
$18.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth R6 | — | — | — | $108.5M | 17.4% | |
| Fidelity 500 Index | — | — | — | $82.8M | 13.3% | |
| Participant-Directed Brokerage Account * Fidelity BrokerageLink | — | — | — | $68.7M | 11.0% | |
| JPMorgan US Equity R6 | — | — | — | $48.5M | 7.8% | |
| John Hancock John Hancock Bond R6 | — | — | — | $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 | — | — | — | $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 | — | — | — | $13.5M | 2.2% | |
| American Century American Century Mid Cap Value R6 | — | — | — | $13.1M | 2.1% | |
| Fidelity Mid Cap Stock K6 | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $5.4M | 0.9% | |
| Participant Loans Interest of 4.25% to 9.50% - | — | — | — | $3.9M | 0.6% | |
| Mutual and Money Market Funds Victory Sycamore Victory Sycamore Small Company Opp R6 | — | — | — | $3.3M | 0.5% | |
| Fidelity US Bond Index | — | — | — | $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% |