# Allen Boone Humphries Robinson LLP 401(k) Plan
Source: https://planprovider.pro/companies/allen-boone-humphries-robinson-llp-401k-plan

> Allen Boone Humphries Robinson LLP&#39;s 401(k) plan: 155 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Allen Boone Humphries Robinson LLP

- **Sponsor EIN:** 743091731

- **Sponsor Address:** 3200 SOUTHWEST FREEWAY, SUITE 2600, HOUSTON, TX, 77027

- **Plan Type:** 401(k)

- **Total Participants:** 155

- **Total Assets:** $52.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|155|$52.7M|$2.1M|$1.9M|

| 2023|149|$45.6M|$1.9M|$1.7M|

| 2022|149|$39.5M|$1.9M|$1.6M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$22,542|—|$22,542|

| MELTON MELTON LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MELTON MELTON LLP](https://planprovider.pro/provider/melton-and-melton-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $22,542

- **Estimated Expense Ratio:** 0.043% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$25,210|—|—|—|—|

| 2023|$15,928|—|—|—|—|

| 2022|$14,854|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/allen-boone-humphries-robinson-llp-401k-plan)

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