Plan Ledger DOL Form 5500 · updated monthly

Jackson Lewis P.C.401(k)

JACKSON LEWIS P.C. RETIREMENT SAVINGS PLAN · WEST HARRISON, NY · plan year 2024

Reported admin expense ratio · 2024
0.04%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Jackson Lewis P.C. reported $211,620 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,430 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.07% to 0.04%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 189th-largest of 5,648 plans among New York employers on file, and the 288th of 11,654 in professional & technical services. In 2024, employees put in $1.61 for every $1.00 the employer contributed; active participation has grown from 1,436 to 2,250 since 2022.

Plan summary
Net assets, end of year$623,883,816
Participants with balances2,113
Active participants2,250
Employer contributions$14,468,108
Employee contributions$23,357,733
Employer contribution per active participant$6,430
Average account balance$295,260
Benefits paid to participants$34,243,165
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$623.9M · 2,113 accts · $14.5M emplr
2023$524.4M · 2,007 accts · $13.2M emplr
2022$471.9M · 2,050 accts · $12.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$55,343
Investment management$52,124
Audit (IQPA)$26,760
Total administrative$211,620
The Jackson Lewis P.C. 401(k) match · 2024
Employer contribution per active participant$6,430
Median for plans this size$4,294
2024$6,430 per active participant
2023$6,309 per active participant
2022$8,537 per active participant

Jackson Lewis P.C.'s 2024 employer contribution ran above the $4,294 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
CAPTRUST · Investment advisory (plan)$77,393
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$55,343
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$52,124
BDO · Accounting / audit$26,760

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$211,620 · 0.04%
2023$213,913 · 0.04%
2022$365,181 · 0.07%
All plans at this employer2
JACKSON LEWIS P.C. RETIREMENT SAVINGS PLAN401(k)
JACKSON LEWIS P.C. PROFIT SHARING PLANProfit-sharing plan
Same employer
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The Segal Group, Inc. NY$590.8M · 0.01%
Skanska USA Inc. NY$575.7M · 0.06%
Spotify USA Inc. NY$565.8M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 463862389 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.