The Jackson Lewis P.C. Cash Balance Plan Ii
Sponsored by Jackson Lewis P.C. · EIN 463862389 · Plan #004
- Total assets
- $40.9M
- Net assets
- $40.9M
- Active participants
- 304
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Futureplan | Consulting (pension), Direct payment from the plan | $79,855 |
| Bdo Usa, P.C. | Accounting, Direct payment from the plan | $27,760 |
| Matrix Trust Company | Recordkeeping, Trustee (institutional), Investment management | $22,118 |