# Humphrey & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/humphrey-associates-inc-401k-plan

> Humphrey & Associates, INC.'s 401(k) plan: 415 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Humphrey & Associates, INC.

- **Sponsor EIN:** 741907160

- **Sponsor Address:** 1501 LUNA RD., CARROLLTON, TX, 750066494

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

- **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.|

| 2024|415|$44.3M|$0|$0|

| 2023|409|$38.3M|$0|$0|

## 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|

| WEAVER AND TIDWELL LLP|Auditor|$14,500|—|$14,500|

### Verified Provider Profiles

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

- [WEAVER AND TIDWELL LLP](https://planprovider.pro/provider/weaver-and-tidwell-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $14,500

- **Estimated Expense Ratio:** 0.033% 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|$175,328|—|$160,828|$14,500|—|

| 2023|$165,411|—|$152,356|—|$13,055|

## Similar Plans

- [Entech Holding INC.](https://planprovider.pro/companies/entech-holdings-inc-401k-plan) — 406 participants

- [Alterman Group, INC.](https://planprovider.pro/companies/alterman-group-inc-401k-plan) — 392 participants

- [Firetron, INC.](https://planprovider.pro/companies/firetron-inc-401k-plan) — 453 participants

- [Expanse Electrical Company, LLC](https://planprovider.pro/companies/expanse-electrical-company-llc-401k-plan) — 458 participants

- [Standard Utility Construction, INC.](https://planprovider.pro/companies/standard-utility-construction-inc-401k-plan) — 371 participants

- [Humphrey & Associates INC.](https://planprovider.pro/companies/humphrey-associates-inc-plan-001) — 358 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/humphrey-associates-inc-401k-plan)

© 2026 PlanProvider.Pro