AUMdb

Hodgson Russ Retirement Plan

Sponsored by Hodgson Russ Llp · EIN 160708550 · Plan #002

Total assets
$152M
Net assets
$152M
Active participants
348
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Whitegate Investment Counselors, Inc. CRD 107732 fuzzy_auto · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Whitegate Investment Counselors, In Investment advisory (plan) $159,441
Dopkins & Company, Llp Accounting $17,200