Hodgson Russ Llp 401(k) Plan
Sponsored by Hodgson Russ Llp · EIN 160708550 · Plan #003
- Total assets
- $175M
- Net assets
- $175M
- Active participants
- 477
- With balances
- 621
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Recordkeeping, Participant loan processing, Float revenue | $121,499 |
| Capfinancial Partners, Llc | Investment advisory (plan) | $50,250 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $975 |