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 a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | RECORDKEEPER | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, P.C. | 13-5381590 | — | AUDITOR | $28K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AllianceBernstein AB Global Bond Advisor | Other securities | — | $5.9M | $5.7M | 14.0% | |
| Common/ Collective Trust Fund * AllianceBernstein AB Global Strategic Core Equity Collective Trust | Common Collective Trusts | — | $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 | Other securities | — | $2.6M | $2.6M | 6.3% | |
| Sanford C Bernstein Sanford C Bernstein Overlay A-1 | Other securities | — | $2.4M | $2.1M | 5.1% | |
| Black Rock iShares Core S&P 500 ETF | Common Collective Trusts | — | $1.4M | $2.0M | 4.8% | |
| AllianceBernstein AB Global Core Equity Adv | Other securities | — | $1.6M | $1.8M | 4.5% | |
| Exchange-Traded Funds * AllianceBernstein AB Short Duration High Yield ETF | Other securities | — | $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 | Other securities | — | $1.7M | $1.6M | 4.0% | |
| AllianceBernstein AB Emerging Markets Multi-Asset Advisor | Other securities | — | $425K | $464K | 1.1% | |
| AllianceBernstein AB Real Ast-1 | Other securities | — | $480K | $461K | 1.1% | |
| Black Rock iShares MSCI EAFE ETF | Other securities | — | $404K | $438K | 1.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTUREPLAN | — | KANSAS CITY, MO | NONE | $80K | — |
