Find an old Jackson Lewis 401(k)
Jackson Lewis P.C. Retirement Savings Plan
Jackson Lewis P.C. · Plan 001 · EIN 46-3862389 · West Harrison, NY
| Plan administrator | Jackson Lewis P.C. 1133 Westchester Ave., Suite S125, West Harrison, NY 10604 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fidelity Investments Institutional | Schedule C ↗ |
| Former employees with balances | 571 separated participants still had money in the plan | Form 5500 ↗ |
Jackson Lewis P.C. Profit Sharing Plan
Jackson Lewis P.C. · Plan 003 · EIN 46-3862389 · West Harrison, NY
| Plan administrator | Jackson Lewis P.C. 1133 Westchester Ave., Suite S125, West Harrison, NY 10604 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Fidelity Investments Institutional | Schedule C ↗ |
| Former employees with balances | 113 separated participants still had money in the plan | Form 5500 ↗ |
The Jackson Lewis P.C. Cash Balance Plan II
Jackson Lewis P.C. · Plan 004 · EIN 46-3862389 · West Harrison, NY
| Plan administrator | Jackson Lewis P.C. 1133 Westchester Avenue, Suite S125, West Harrison, NY 10604 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Matrix Trust Company | Schedule C ↗ |
| Former employees with balances | 2 separated participants still had money in the plan | Form 5500 ↗ |
The Jackson Lewis P.C. Cash Balance Retirement Plan
Jackson Lewis P.C. · Plan 002 · EIN 46-3862389 · West Harrison, NY
| Plan administrator | Jackson Lewis P.C. 1133 Westchester Avenue, Suite S125, West Harrison, NY 10604 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Termination | The plan year 2022 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Jackson Lewis 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually taxed, plus a 10% penalty if you are under 59½. |
General information, not financial or tax advice. Rules depend on your plan and situation.
How to track down the account
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old Jackson Lewis 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Jackson Lewis P.C., (914) 872-6767. The accounts are held by the recordkeeper, Fidelity Investments Institutional. Have your Social Security number and dates of employment ready.
What is the Jackson Lewis 401(k) phone number?
The plan administrator phone number on the plan year 2025 filing is (914) 872-6767.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Jackson Lewis and does not hold accounts. Not financial advice. Report a correction