Plan Snapshot
- Plan Sponsor: Hodgson Russ LLP
- Sponsor EIN: 160708550
- Sponsor Address: 140 PEARL STREET, SUITE 100, BUFFALO, NY, 142024040
- Plan Type: DB
- Total Participants: 348
- Total Assets: $152.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 348 | $152.0M | $1.5M | $0 |
| 2023 | 337 | $144.9M | $7.5M | $0 |
| 2022 | 327 | $128.9M | $7.3M | $0 |
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 |
|---|---|---|---|---|
| WHITEGATE INVESTMENT COUNSELORS, IN | INVESTMENT MANAGER | $159,441 | — | $159,441 |
| DOPKINS & COMPANY, LLP | ACCOUNTANT | $17,200 | — | $17,200 |
| DOPKINS & COMPANY | Auditor | $17,200 | — | $17,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DOPKINS & COMPANY, LLP — ACCOUNTANT
- DOPKINS & COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $193,841
- Estimated Expense Ratio: 0.128% 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 | $255,823 | $159,441 | — | $17,200 | — |
| 2023 | $700,685 | $199,952 | — | $15,900 | — |
| 2022 | $727,603 | $204,451 | — | — | $11,900 |