# Humphrey Management LLC 401(k) Plan
Source: https://planprovider.pro/companies/humphrey-management-llc-401k-plan

> Humphrey Management LLC's 401(k) plan: 176 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Humphrey Management LLC

- **Sponsor EIN:** 851633029

- **Sponsor Address:** 10220 OLD COLUMBIA ROAD, COLUMBIA, MD, 21046

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

- **Total Participants:** 176

- **Total Assets:** $9.3M

## 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|176|$9.3M|$302,865|$822,212|

| 2023|227|$10.5M|$337,359|$953,804|

## 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|

| PW PARTNERS, LLC|Auditor|$12,266|—|$12,266|

### Verified Provider Profiles

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

- [PW PARTNERS, LLC](https://planprovider.pro/provider/pw-partners-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $12,266

- **Estimated Expense Ratio:** 0.132% 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|$65,661|$5,250|$48,145|$12,266|—|

| 2023|$59,906|$4,785|$51,141|—|—|

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