# Hodgson Russ LLP DB Plan
Source: https://planprovider.pro/companies/hodgson-russ-llp-plan-002

> Hodgson Russ LLP's DB plan: 348 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:** 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](https://planprovider.pro/provider/dopkins-and-company-llp) — ACCOUNTANT

- [DOPKINS & COMPANY](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:** $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|

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