Hughes Hubbard & Reed 401(k) match, vesting and fees
What Hughes Hubbard & Reed's 401(k) plan says about matching contributions
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.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Forvis Mazars LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Hughes Hubbard & Reed: employer contribution per participant | $9,834 | |
| Peer median | $2,521 |
| Hughes Hubbard & Reed: average balance | $623,143 | |
| Peer median | $75,833 |
| Hughes Hubbard & Reed: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.27% |
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 $295M at the end of plan year 2021 to $289M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 495 | $289M | $4.6M | $9,834 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 498 | $266M | $4.5M | $9,726 | 0.05% | Not published | Form 5500 ↗ |
| 2022 | 514 | $235M | $1.2M | $2,542 | 0.06% | Not published | Form 5500 ↗ |
| 2021 | 509 | $295M | $1.6M | $3,247 | 0.03% | Not published | Form 5500 ↗ |
Other Hughes Hubbard & Reed plans (5)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Hughes Hubbard & Reed Associates' Section 401(k) Plan
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.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Forvis Mazars LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Hughes Hubbard & Reed Market Return Cash Balance Plan
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.
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Partners' Pension Plan of Hughes Hubbard & Reed
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 auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Employees' Pension Plan of Hughes Hubbard & Reed
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 auditor | Mazars USA LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Hughes Hubbard & Reed Cash Balance Plan
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.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Hughes Hubbard & Reed match 401(k) contributions?
The match terms for the Hughes Hubbard & Reed Defined Contribution Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $4.6M in employer contributions, about $9,834 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Hughes Hubbard & Reed 401(k) match vested?
The vesting schedule for the Hughes Hubbard & Reed Defined Contribution Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Hughes Hubbard & Reed 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Hughes Hubbard & Reed LLP.
I left Hughes Hubbard & Reed. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Hughes Hubbard & Reed LLP, (212) 837-6000) or the recordkeeper, Fidelity Investments Institutional. The Hughes Hubbard & Reed old 401(k) page lists the contacts from every plan filing. Find an old Hughes Hubbard & Reed 401(k)
Data from the public Form 5500 annual reports Hughes Hubbard & Reed 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 Hughes Hubbard & Reed. Not financial advice. Report a correction · Methodology