# Hancock Estabrook, LLP DC Plan
Source: https://planprovider.pro/companies/hancock-estabrook-llp-plan

> Hancock Estabrook, LLP's DC plan: 123 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hancock Estabrook, LLP

- **Sponsor EIN:** 150502175

- **Sponsor Address:** 1800 AXA TOWER I, SYRACUSE, NY, 13202

- **Plan Type:** DC

- **Total Participants:** 123

- **Total Assets:** $50.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|123|$50.0M|$1.3M|$1.1M|

| 2023|116|$44.7M|$1.0M|$948,212|

| 2022|110|$45.1M|$921,799|$891,333|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| BONADIO & CO. LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BONADIO & CO. LLP](https://planprovider.pro/provider/bonadio-and-co-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$67,548|$79,967|$300|—|—|

| 2023|$51,671|$74,798|—|—|—|

| 2022|$38,600|$13,008|—|—|—|

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