Pinckney Hugo Management, LLC DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Pinckney Hugo Management, LLC
  • Sponsor EIN: 820559215
  • Sponsor Address: 760 WEST GENESEE STREET, SYRACUSE, NY, 132042306
  • Plan Type: DC
  • Total Participants: 98
  • Total Assets: $11.7M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202498$11.7M$332,144$824,385
202389$9.3M$297,055$713,376
202285$8.2M$263,187$670,492

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