Plan Snapshot
- Plan Sponsor: Hughes Hubbard & Reed LLP
- Sponsor EIN: 135605391
- Sponsor Address: ONE BATTERY PARK PLAZA, NEW YORK, NY, 10004
- Plan Type: DC
- Total Participants: 296
- Total Assets: $289.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 296 | $289.1M | $4.6M | $3.2M |
| 2023 | 298 | $266.2M | $4.5M | $3.3M |
| 2022 | 312 | $235.2M | $1.2M | $6.2M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS LLP | Auditor | $25,200 | — | $25,200 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,200
- Estimated Expense Ratio: 0.009% 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 | $122,980 | $53,145 | — | $25,200 | — |
| 2023 | $121,041 | $48,800 | — | $24,960 | — |
| 2022 | $156,023 | — | — | — | — |