Richard W. Kaiser signed Hodgson RUSS LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hodgson RUSS LLP's EIN is 16-0708550.
Download the official 2024 Form 5500 (PDF) for Hodgson RUSS LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hodgson RUSS LLP's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WHITEGATE INVESTMENT COUNSELORS, IN | — | CONCORD, NH | INVESTMENT MANAGER | $159K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DOPKINS & COMPANY, LLP | — | BUFFALO, NY | ACCOUNTANT | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Long Term Corporate Bond | Mutual Funds | — | $42.1M | $40.9M | 26.9% | |
| Vanguard S&P 500 ETF | Common Collective Trusts | — | $17.3M | $17.7M | 11.7% | |
| Vanguard Extended Duration Treasury Index Fund | Common Collective Trusts | — | $17.7M | $16.5M | 10.8% | |
| AB US Large Cap Strategic Equities | Other securities | — | $13.9M | $14.1M | 9.3% | |
| iShares Core MSCI EAFE | Other securities | — | $10.1M | $9.6M | 6.3% | |
| Vanguard Intermediate-Term Corporate Bond Index Fund | Common Collective Trusts | — | $9.5M | $9.4M | 6.2% | |
| AB US Low Volatility | Other securities | — | $7.2M | $7.2M | 4.8% | |
| AB US High Dividend ETF | Other securities | — | $6.9M | $7.0M | 4.6% | |
| iShares Core S&P Mid Cap | Other securities | — | $4.6M | $4.6M | 3.0% | |
| AB High Yield ETF | Other securities | — | $4.0M | $4.0M | 2.6% | |
| ishares Core MSCI Emerging Markets | Other securities | — | $3.5M | $3.3M | 2.1% | |
| AB International LW | Other securities | — | $3.1M | $3.0M | 2.0% | |
| Vanguard Total International Bond Index | Mutual Funds | — | $3.0M | $2.9M | 1.9% | |
| iShares Core S&P Smallcap 600 | Other securities | — | $2.3M | $2.3M | 1.5% | |
| Vanguard Real Estate | Mutual Funds | — | $1.9M | $2.0M | 1.3% | |
| SPDR S&P Global Natural | Other securities | — | $2.1M | $1.9M | 1.2% | |
| iShares Core US | Other securities | — | $1.5M | $1.5M | 1.0% | |
| AB Core Plus Bond ETF | Other securities | — | $1.5M | $1.5M | 1.0% | |
| iShares Gold ETF | Other securities | — | $1.0M | $981K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
