WHITEGATE INVESTMENT COUNSELORS IN

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

1,012

Total plan assets

$425.8M

Filings (rows)

Direct comp

$564K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Top plans served

All 3 plans

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
HODGSON RUSS LLP HODGSON RUSS RETIREMENT PLAN	BUFFALO, NY	Advisor / Consultant INVESTMENT MANAGER	348	$152.0M	$159K
HODGSON RUSS LLP HODGSON RUSS RETIREMENT PLAN	BUFFALO, NY	Advisor / Consultant INVESTMENT MANAGER	337	$144.9M	$200K
HODGSON RUSS LLP HODGSON RUSS RETIREMENT PLAN