PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. JEFFREY R. LESSIN & ASSOCIATES, P.C.
Sponsor portfolio

JEFFREY R. LESSIN & ASSOCIATES, P.C.

EIN 20-0386125-law practice-Latest filing 2025
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
27
1515 MARKET STREET, SUITE 1650 - PHILADELPHIA, PA 19102215-599-1400civilrightslawyerphiladelphia.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filings
#002CashBalance-$2.0M - 11 part#001401k-$356K - 16 part

Retirement portfolio analytics

2 plans aggregated / $2.3M assets / 27 participants

Assets by plan

Share of aggregate retirement assets

85%top
  • CASH BALANCE PENSION (#002)85%
  • ASSOCIATES, P.C. 401(K) (#001)15%
Total $2.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ASSOCIATES, P.C. 401(K) (#001)16
  • CASH BALANCE PENSION (#002)11
Total 27Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

JEFFREY R. LESSIN & ASSOCIATES, P.C. CASH BALANCE PENSION PLAN

CashBalance

Assets$2.0M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JEFFREY R. LESSIN & ASSOCIATES, P.C. 401(K) PLAN

401k

Assets$356K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JEFFREY R. LESSIN & ASSOCIATES, P.C. CASH BALANCE PENSION PLANCashBalance$2.0M112024
001JEFFREY R. LESSIN & ASSOCIATES, P.C. 401(K) PLAN401k$356K162025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica