# Hodgson Russ LLP 401(k) Plan
Source: https://planprovider.pro/companies/hodgson-russ-llp-401k-plan

> Hodgson Russ LLP's 401(k) plan: 477 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| JOHN HANCOCK|NONE|$121,499|—|$121,499|

| CAPFINANCIAL PARTNERS, LLC|NONE|$50,250|—|$50,250|

| DOPKINS & COMPANY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JOHN HANCOCK](https://planprovider.pro/provider/john-hancock) — NONE

- [DOPKINS & COMPANY, LLP](https://planprovider.pro/provider/dopkins-and-company-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $171,749

- **Estimated Expense Ratio:** 0.098% of plan assets

### 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/hodgson-russ-llp-401k-plan)

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