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Original filing (PDF)20250731090605NAL0012716546001
JACKSON LEWIS P.C.
Form 5500
FILING_RECEIVED
THE JACKSON LEWIS P.C. CASH BALANCE PLAN II
Defined-benefit pension plan
Active participants
304
Accounts w/ balance
—
Plan assets (EOY)
$40.9M
Net assets (EOY)
$40.9M
How this plan invests
This plan
1 pooled trust
Schedule D
12 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
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 AVENUE, SUITE S125 · WEST HARRISON, NY · 10604
Phone
(914) 328-0404
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
1B · Flat-dollar DB formula
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | RECORDKEEPER | $22K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, P.C. | 13-5381590 | — | AUDITOR | $28K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTUREPLAN | — | KANSAS CITY, MO | NONE | $80K | — |
Investments
12 direct securities · 1 pooled fund· $26.9M(66% 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
$22.1M
11 holdings
Common Collective Trust
$3.2M
1 holding
Mutual Funds
$1.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AllianceBernstein AB Global Bond Advisor | — | — | $5.9M | $5.7M | 14.0% | |
| Common/ Collective Trust Fund * AllianceBernstein AB Global Strategic Core Equity Collective Trust | — | — | $2.3M | $3.2M | 7.8% | |
| AB GLOBAL LOW VOLATILITY PORTFOLIO ALLIANCEBERNSTEIN LP · EIN 04-6948485 / PN 033 | Common Collective Trust | — | — | $3.2M | 7.8% | |
| Sanford C Bernstein Sanford C Bernstein Overlay B-1 | — | — | $2.6M | $2.6M | 6.3% | |
| Sanford C Bernstein Sanford C Bernstein Overlay A-1 | — | — | $2.4M | $2.1M | 5.1% | |
| Black Rock iShares Core S&P 500 ETF | — | — | $1.4M | $2.0M | 4.8% | |
| AllianceBernstein AB Global Core Equity Adv | — | — | $1.6M | $1.8M | 4.5% | |
| Exchange-Traded Funds * AllianceBernstein AB Short Duration High Yield ETF | — | — | $1.6M | $1.7M | 4.1% | |
| s * AllianceBernstein AB Bond Inflation Strategy Class I | Mutual Funds | — | $1.7M | $1.7M | 4.1% | |
| AllianceBernstein AB Income Fund Adv | — | — | $1.7M | $1.6M | 4.0% | |
| AllianceBernstein AB Emerging Markets Multi-Asset Advisor | — | — | $425K | $464K | 1.1% | |
| AllianceBernstein AB Real Ast-1 | — | — | $480K | $461K | 1.1% | |
| Black Rock iShares MSCI EAFE ETF | — | — | $404K | $438K | 1.1% |
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