Jackson Lewis P.C.
attorney16 known aliases resolved via the canonical alias map
Market position · 2024
Plans served23-2 YoYRank #758 of mapped providers
Assets under administration$15.3B0.0%Market share · rank #878
Fees received$294,038Median $10,167/planSum across Schedule C direct + indirect
Net wins YoY-210 won · 12 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Jackson Lewis P.C. plan look like?
Service mix · median fees per plan
Count of plans where Jackson Lewis P.C. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other services; Direct payment from the plan; LegalCode 29 | 20 | $9,925 | |
Consulting (general)Code 16 | 1 | $13,443 | |
Investment advisory (participants)Code 26 | 1 | $8,973 | |
Investment managementCode 28 | 1 | $11,295 |
Competitor overlap
Percent of Jackson Lewis P.C.'s plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Jackson Lewis P.C..
| Sponsor | From | Assets |
|---|---|---|
KELLOGG BROWN & ROOT LLCTX · 203897734-007 | Vinson & Elkins LLP | $3.9B |
HOMESERVICES OF AMERICA, INCMN · 411945806-010 | PwC | $791M |
COOPER-STANDARD AUTOMOTIVE INC.MI · 340549970-201 | Gilmore Jasion and Mahler Ltd | $444M |
AMERICAN ORDNANCE, LLC C/O IOWA ARMY AMMUNITION PLANTPA · 621735307-004 | Principal | $88M |
TUV RHEINLAND OF NORTH AMERICA, INC.MA · 262797284-001 | Pensionmark Financial Group | $53M |
DEUTSCH KERRIGAN L.L.P.LA · 720929299-004 | Ameriprise Financial | $47M |
MISSION SUPPORT AND TEST SERVICES LLCNV · 886023904-001 | Eide Bailly LLP | $43M |
PANDI CAPITAL LLCMO · 271779970-001 | Empower | $31M |
MADISON INDUSTRIAL SOLUTIONS CORPORATIONIL · 472282126-001 | Merrill | $9M |
MARYLAND EMERGENCY MEDICINE NETWORK, INC.MD · 450519724-001 | Gallagher Fiduciary Advisors | $0 |
Plans lost in 2024
Appeared last year under Jackson Lewis P.C.; not this year.
| Sponsor | To | Assets |
|---|---|---|
KBRWYLE TECHNOLOGY SOLUTIONS, LLCTX · 520741967-014 | Vanguard | $1.8B |
CAREFIRST, INC.MD · 522069215-003 | Aon | $573M |
SUFFOLK UNIVERSITYMA · 042133255-001 | Fidelity Investments | $479M |
HOVNANIAN ENTERPRISES, INC.NJ · 221851059-001 | Aon | $379M |
ETHAN ALLEN GLOBAL, INC.CT · 202991357-003 | Empower | $219M |
CLARKS AMERICAS, INC.MA · 232051236-001 | WTW | $100M |
SERVICE BENEFIT PLAN ADMINISTRATIVE SERVICES CORPORATIONMD · 201907367-004 | Aon | $55M |
BROAN-NUTONE LLCWI · 050504397-008 | Hancock Askew & Co LLP | $50M |
NATURAL RESOURCES DEFENSE COUNCIL, INC.NY · 132654926-002 | (new plan) | $23M |
ABVI-GOODWILLNY · 160743906-001 | (new plan) | $1,226 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
KELLOGG BROWN & ROOT LLCTX · 203897734-007 | $3.9B | 24,406 | $19,896 | 1y | 1 |
MIDAMERICAN ENERGY COMPANYIA · 421425214-002 | $2.0B | 8,843 | $21,653 | 8y | - |
PACIFICORPOR · 930246090-009 | $1.8B | 7,261 | $33,174 | 8y | - |
XYLEM INC.NY · 452080495-001 | $1.8B | 11,150 | $22,963 | 7y | 1 |
LEONARDO DRS, INC.VA · 132632319-001 | $1.3B | 8,846 | $7,859 | 6y | 2 |
HOMESERVICES OF AMERICA, INCMN · 411945806-010 | $791M | 7,578 | $10,167 | 6y | 1 |
PACIFICORPOR · 930246090-002 | $747M | 4,582 | $10,655 | 2y | - |
MISSION SUPPORT AND TEST SERVICES LLCNV · 810705502-002 | $612M | 3,150 | $9,683 | 2y | 1 |
MISSION SUPPORT AND TEST SERVICES LLCNV · 810705502-001 | $534M | 6,691 | $11,295 | 3y | - |
NEW YORK BLOOD CENTERNY · 131949477-001 | $505M | 4,883 | $34,895 | 2y | - |
Flag exposure
91.3%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (16)
Raw Schedule C names collapsed into Jackson Lewis P.C..
- DAVIS SELECTED ADVISERS L.P.
- DAVIS SELECTED ADVISERS LP
- DAVIS SELECTED ADVISERS, LP
- DAVIS SELECTED ADVISORS
- DAVIS SELECTED ADVISORS LP
- DAVIS SELECTED ADVISORS SA
- JACKON LEWIS
- JACKSON LEWIS
- JACKSON LEWIS LLP
- JACKSON LEWIS P C
- JACKSON LEWIS P.C
- JACKSON LEWIS P.C.
- JACKSON LEWIS PC
- JACKSON LEWIS, LLP
- JACKSON LEWIS, P.C.
- JACKSON LEWIS, PC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Jackson Lewis P.C.'s book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 1 | 4.35% | 7.76% | -3.41 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 8.70% | 1.71% | +6.98 pp |
| Failed to provide benefit | 2 | 8.70% | 0.14% | +8.56 pp |
| Corrective distributions | 9 | 39.13% | 1.76% | +37.37 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Jackson Lewis P.C.. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Jackson Lewis P.C.'s plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Aon | 5 | 21.7% |
| Strategic Advisers | 4 | 17.4% |
| WTW | 3 | 13.0% |
| Gallagher Fiduciary Advisors | 2 | 8.7% |
| Mercer | 2 | 8.7% |
| The Segal Company | 2 | 8.7% |
| Advised Assets Group, LLC | 1 | 4.3% |
| Ameriprise Financial | 1 | 4.3% |
| ASB Capital Management | 1 | 4.3% |
| CAPTRUST | 1 | 4.3% |