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

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Hodgson RUSS LLP Hodgson RUSS Retirement Plan · all filings	BUFFALO, NY	Advisor / Consultant	348	$152.0M	$159K	$0
Hodgson RUSS LLP Hodgson RUSS Retirement Plan · all filings	BUFFALO, NY	Advisor / Consultant	337	$144.9M	$200K	$0
Hodgson RUSS LLP Hodgson RUSS Retirement Plan · all filings	BUFFALO, NY	Advisor / Consultant	327	$128.9M	$204K	$0