Jackson Lewis P.C. Retirement Savings Plan
Sponsored by Jackson Lewis P.C. · EIN 463862389 · Plan #001
- Total assets
- $624M
- Net assets
- $624M
- Active participants
- 2,250
- With balances
- 2,113
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Captrust | Investment advisory (plan) | $77,393 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $55,343 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $52,124 |
| Bdo | Accounting | $26,760 |