Plan Snapshot
- Plan Sponsor: Humphrey & Associates, INC.
- Sponsor EIN: 741907160
- Sponsor Address: 1501 LUNA RD., CARROLLTON, TX, 750066494
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 415
- Total Assets: $44.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 415 | $44.3M | $1.8M | $2.9M |
| 2022 | 409 | $38.3M | $1.5M | $2.7M |