Retirement plan

JACKSON LEWIS P.C. RETIREMENT SAVINGS PLAN

Name: JACKSON LEWIS P.C. - JACKSON LEWIS P.C. RETIREMENT SAVINGS PLAN (2019) Form 5500
Creator: JACKSON LEWIS P.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JACKSON LEWIS P.C. RETIREMENT SAVINGS PLAN, JACKSON LEWIS P.C.

JACKSON LEWIS P.C.EIN 46-3862389Plan #001PY 2019

1133 WESTCHESTER AVE., SUITE S125 - WEST HARRISON, NY 10604914-872-6767jacksonlewis.comLinkedIn1001-5000 employeeslaw practice

Other plans on this EIN

2 filings

#002Retirement-$33.4M assets #003Retirement-$11.3M assets

Prospect flagsHigh feesHigh assets / participantCorrective distributions

Top hat statement on fileNQDC

Filed May 27, 2026 (most recent of 2 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view

1133 Westchester Avenue, Suite 125

West Harrison, NY 10604

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Plans declared (1)

2026 VRP10 emp

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Total assets (EOY)

$466.9M

+21.4% from 2018

Total participants

1,823

+7.5% from 2018

Average account balance

$256,117

+12.9% from 2018

Annual return

21.48%

+25.60 pp from 2018

Benchmarks

See 733 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort733 peers

Snapshot2019

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$702.99M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$320K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

2,194

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

71.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$40.64M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.17%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$113

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Top 6 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS5+ years Service code 12 · EIN 13-3689044	Float revenue; Investment management;...	$473,476
GLOBAL RETIREMENT PARTNERS LLC1 year Service code 16 · EIN 47-1411118	Consulting	$117,165
KESTRA INVESTMENT SERVICES LLC1 year Filed as: KESTRA INVESTMENT SERVICES Service code 16 1250 CAPITAL OF TEXAS HIGHWAY · AUSTIN, TX 78746	Consulting	$61,866
CHARLES SCHWAB & CO., INC.5+ years Service code 33 · EIN 94-1737782	Securities brokerage; Securities brok...	$6,619
MID ATLANTIC CAPITAL CORPORATION4+ years Service code 33	Securities brokerage commissions and ...	$0
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567	Securities brokerage commissions and ...	$0

Plan features & details

Pension benefit codes2A2E2F2G2J2R2T3B

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.

Opportunity flags

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$591K

$431 / participant

Investment mgmt$117K19.8%
Other / not subdivided$473K80.2%

% of EOY assets

0.127%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: COHNREZNICK LLP
Auditor EIN: 221478099
Audit fees: (not subdivided)
Opinion code: Disclaimer

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$256,117

$101,523+152.3%

$141,162+81.4%

$77,787+229.3%

Participation rate

100.0%

77.4%+22.6pp

82.5%+17.5pp

73.2%+26.8pp

Annual return

21.48%

56.22%-34.7pp

71.39%-49.9pp

32.57%-11.1pp

Employer contribution / active EE

$7,348

$3,341+119.9%

$4,735+55.2%

$2,504+193.4%

Participant deferral / active EE

$11,110

$6,434+72.7%

$6,709+65.6%

$3,967+180.0%

Admin fee / account holder

$324

$92+253.9%

$10,261-96.8%

$100+223.8%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS5+ years

Service code 12 · EIN 13-3689044

Float revenue; Investment management;...

$473,476

GLOBAL RETIREMENT PARTNERS LLC1 year

Service code 16 · EIN 47-1411118

Consulting

$117,165

KESTRA INVESTMENT SERVICES LLC1 year

Filed as: KESTRA INVESTMENT SERVICES

Service code 16

1250 CAPITAL OF TEXAS HIGHWAY · AUSTIN, TX 78746

Consulting

$61,866

CHARLES SCHWAB & CO., INC.5+ years

Service code 33 · EIN 94-1737782

Securities brokerage; Securities brok...

$6,619

MID ATLANTIC CAPITAL CORPORATION4+ years

Service code 33

Securities brokerage commissions and ...

NATIONAL FINANCIAL SERVICES5+ years

Service code 33 · EIN 04-3523567

Securities brokerage commissions and ...

JACKSON LEWIS P.C. RETIREMENT SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JACKSON LEWIS P.C. RETIREMENT SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion