Hodgson Russ 401(k) match, vesting and fees

Plan year 2025 filingHodgson Russ LLP 401(k) Plan · Plan 003 · EIN 16-0708550Updated Oct 2026

What Hodgson Russ' 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2025 filing reports $569K in employer contributions, about $884 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2025 Form 5500 ↗
$294,967
Average account balance
664
Participants (end of year)
$190M
Plan assets (end of year)
0.07%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

RecordkeeperSchwab Retirement Plan Services,incSchedule C ↗
Independent auditorDopkins & Company, LLP (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗

How the plan compares

Plan year 2025 medians for 329 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.

Hodgson Russ: employer contribution per participant$884
Peer median$2,682
Hodgson Russ: average balance$294,967
Peer median$99,496
Hodgson Russ: admin expenses ÷ assets0.07%
Peer median0.18%

Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.

Plan history

Plan assets went from $173M at the end of plan year 2021 to $190M at the end of plan year 2025.

$173M2021$142M2022$160M2023$175M2024$190M2025
End-of-year figures from each plan year's Form 5500 filing for the Hodgson Russ plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
2025664$190M$569K$8840.07%Not publishedForm 5500 ↗
2024640$175M$553K$8900.10%Not publishedForm 5500 ↗
2023661$160M$529K$8160.06%Not publishedForm 5500 ↗
2022637$142M$466K$7470.07%Not publishedForm 5500 ↗
2021608$173M$436K$7260.07%Not publishedForm 5500 ↗

Other Hodgson Russ plans (1)

Each plan files its own Form 5500. Figures are from each plan's latest filing.

Hodgson Russ Retirement Plan

Plan 002 · EIN 16-0708550 · plan year 2024 filing
$186,010
Average account balance
817
Participants (end of year)
$152M
Plan assets (end of year)
0.17%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

Independent auditorDopkins & Company (unmodified opinion)Schedule H ↗
Plan type and statusPension (defined benefit) · ActiveForm 5500 ↗

Common questions

Does Hodgson Russ match 401(k) contributions?

The match terms for the Hodgson Russ LLP 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $569K in employer contributions, about $884 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Hodgson Russ 401(k) match vested?

The vesting schedule for the Hodgson Russ LLP 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the Hodgson Russ 401(k)?

The recordkeeper listed on Schedule C of the plan year 2025 filing is Schwab Retirement Plan Services,inc. The plan administrator is Hodgson Russ LLP.

I left Hodgson Russ. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Hodgson Russ LLP, (716) 856-4000) or the recordkeeper, Schwab Retirement Plan Services,inc. The Hodgson Russ old 401(k) page lists the contacts from every plan filing. Find an old Hodgson Russ 401(k)

Data from the public Form 5500 annual reports Hodgson Russ filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Hodgson Russ. Not financial advice. Report a correction · Methodology