Plan Snapshot
- Plan Sponsor: Hodgson Russ LLP
- Sponsor EIN: 160708550
- Sponsor Address: THE GUARANTY BUILDING, BUFFALO, NY, 14202
- Plan Type: 401(k)
- Total Participants: 477
- Total Assets: $174.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 477 | $174.8M | $552,538 | $6.8M |
| 2023 | 454 | $160.1M | $529,044 | $6.3M |
| 2022 | 430 | $141.6M | $465,665 | $5.7M |
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 |
|---|---|---|---|---|
| DOPKINS & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DOPKINS & COMPANY, 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 | $175,849 | $3,125 | — | — | — |
| 2023 | $93,950 | — | $93,864 | — | — |
| 2022 | $108,209 | — | $108,209 | — | — |