HUDSON ADVISORS L.P. 401(K) PLAN

Plan Contact

  • Address: 2711 N HASKELL AVENUE,,DALLAS,TX
  • Contact person: MAREN WOODY
  • Phone: (214) 754-8400

Plan General Information

HUDSON ADVISORS L.P. 401(K) PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of HUDSON ADVISORS L.P. 401(K) PLAN is $121,842,212.00.This plan was established in 1995.

HUDSON ADVISORS L.P. 401(K) PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in HUDSON ADVISORS L.P. 401(K) PLAN is 1102

HUDSON ADVISORS L.P. 401(K) PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for HUDSON ADVISORS L.P. 401(K) PLAN is $110,564.00

HUDSON ADVISORS L.P. 401(K) PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for HUDSON ADVISORS L.P. 401(K) PLAN is $8,358.00.

HUDSON ADVISORS L.P. 401(K) PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in HUDSON ADVISORS L.P. 401(K) PLAN is approximately $2,622.00
Investing in this additonal $2,622.00 for 20 years would give you extra $167,841.00, assuming a 10% annual return.

HUDSON ADVISORS L.P. 401(K) PLAN Total Employer Contribution and Match Rate

In 2023, HUDSON ADVISORS L.P. 401(K) PLAN allocates $2,890,026.00 to match its employees' contributions, providing an employer match rate of 37.58% of their contributions

HUDSON ADVISORS L.P. 401(K) PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of HUDSON ADVISORS L.P. 401(K) PLAN is 24.30%.

HUDSON ADVISORS L.P. 401(K) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for HUDSON ADVISORS L.P. 401(K) PLAN is 18.22%. This measures the effectiveness of the plan participants' investments in the year.

HUDSON ADVISORS L.P. 401(K) PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of HUDSON ADVISORS L.P. 401(K) PLAN is -0.02%.

Enrollment Features

HUDSON ADVISORS L.P. 401(K) PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …