Plan Snapshot
- Plan Sponsor: Hughes Hubbard & Reed LLP
- Sponsor EIN: 135605391
- Sponsor Address: ONE BATTERY PARK PLAZA, NEW YORK, NY, 10004
- Plan Type: 401(k)
- Total Participants: 89
- Total Assets: $43.2M
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 | 89 | $43.2M | $0 | $1.6M |
| 2023 | 92 | $40.8M | $0 | $1.7M |
| 2022 | 93 | $35.0M | -$620 | $1.5M |
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 | $21,525 | — | $21,525 |
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: $21,525
- Estimated Expense Ratio: 0.050% 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 | $71,312 | $8,280 | $300 | $21,525 | — |
| 2023 | $72,426 | $7,455 | — | $20,800 | — |
| 2022 | $67,681 | — | — | — | — |