Retirement plan

JACKSON LEWIS P.C. RETIREMENT SAVINGS PLAN

Name: JACKSON LEWIS P.C. - JACKSON LEWIS P.C. RETIREMENT SAVINGS PLAN (2022) 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 2022

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

Other plans on this EIN

3 filings

#004Retirement-$21.9M assets #003Retirement-$15.6M assets #002Retirement--

Prospect flagsLow returnsCorrective distributions

Top hat statement on fileNQDC

Filed October 16, 2015

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$471.9M

-3.0% from 2016

Total participants

2,050

-2.3% from 2016

Average account balance

$230,206

-0.6% from 2016

Annual return

-17.22%

-6.34 pp from 2016

Benchmarks

See 900 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants1,000-4,999

Cohort900 peers

Snapshot2022

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$623.88M

Not enough data

1 years with asset history on file

Average account balance

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

$295K

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.

2,113

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.

69.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$37.83M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+18.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$100

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

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Service providers

Top 7 by compensation

Provider	Service type	Compensation
TRANSAMERICA RETIREMENT SOLUTIONS8+ years Service code 12 · EIN 13-3689044	Recordkeeping and information managem...	$227,287
CHARLES SCHWAB & CO., INC.8+ years Service code 33 · EIN 94-1737782	Securities brokerage; Securities brok...	$95,576
GLOBAL RETIREMENT PARTNERS LLC4 years Service code 16 · EIN 47-1411118	Consulting	$69,375
CAPFINANCIAL PARTNERS LLC1 year Filed as: CAPTRUST Service code 16 · EIN 26-0058143	Consulting	$44,669
BDO USA, LLP1 year Filed as: BDO Service code 16 · EIN 13-5381590	Consulting	$23,850
MID ATLANTIC CAPITAL CORPORATION7 years Service code 33 · EIN 25-1409618	Securities brokerage commissions and ...	$0
NATIONAL FINANCIAL SERVICES8+ 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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$365K

$254 / participant

Investment mgmt$138K37.8%
Other / not subdivided$227K62.2%

% of EOY assets

0.077%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BDO USA, P.C.
Auditor EIN: 135381590
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$230,206

$95,388+141.3%

$125,401+83.6%

$77,906+195.5%

Participation rate

100.0%

78.6%+21.4pp

82.4%+17.6pp

73.7%+26.3pp

Annual return

-17.22%

116.19%-133.4pp

572.53%-589.8pp

12.16%-29.4pp

Employer contribution / active EE

$8,537

$3,666+132.9%

$4,816+77.3%

$2,846+199.9%

Participant deferral / active EE

$13,124

$7,711+70.2%

$7,448+76.2%

$4,805+173.1%

Admin fee / account holder

$178

$119+49.9%

$10,008-98.2%

$133+34.4%

Provider

Service type

Compensation

TRANSAMERICA RETIREMENT SOLUTIONS8+ years

Service code 12 · EIN 13-3689044

Recordkeeping and information managem...

$227,287

CHARLES SCHWAB & CO., INC.8+ years

Service code 33 · EIN 94-1737782

Securities brokerage; Securities brok...

$95,576

GLOBAL RETIREMENT PARTNERS LLC4 years

Service code 16 · EIN 47-1411118

Consulting

$69,375

CAPFINANCIAL PARTNERS LLC1 year

Filed as: CAPTRUST

Service code 16 · EIN 26-0058143

Consulting

$44,669

BDO USA, LLP1 year

Filed as: BDO

Service code 16 · EIN 13-5381590

Consulting

$23,850

MID ATLANTIC CAPITAL CORPORATION7 years

Service code 33 · EIN 25-1409618

Securities brokerage commissions and ...

NATIONAL FINANCIAL SERVICES8+ years

Service code 33 · EIN 04-3523567

Securities brokerage commissions and ...

JACKSON LEWIS P.C. RETIREMENT SAVINGS PLAN

Top hat statement on fileNQDC

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

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