# Hudson Bay Capital Management, LP 401(k) Plan
Source: https://planprovider.pro/companies/hudson-bay-capital-management-lp-401k-plan

> Hudson Bay Capital Management, LP's 401(k) plan: 286 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hudson Bay Capital Management, LP

- **Sponsor EIN:** 371511773

- **Sponsor Address:** 777 THIRD AVE, 30TH FL, NEW YORK, NY, 10017

- **Plan Type:** 401(k)

- **Total Participants:** 286

- **Total Assets:** $38.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

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

## Plan Financials by Year

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

| 2024|286|$38.5M|$759,860|$4.1M|

| 2023|175|$28.2M|$596,430|$2.6M|

| 2022|136|$21.2M|$505,040|$1.9M|

## 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|

| TRAILBREAKER ACCOUNTING PLLC|Auditor|—|—|$0|

## 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|$114,978|$32,563|$49,853|—|—|

| 2023|$84,434|$23,548|$37,344|—|—|

| 2022|—|—|—|—|—|

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