# Humphreys & Partners Architects, L.P. 401(k) Plan
Source: https://planprovider.pro/companies/humphreys-partners-architects-l-p-401k-plan

> Humphreys & Partners Architects, L.P.'s 401(k) plan: 221 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Humphreys & Partners Architects, L.P.

- **Sponsor EIN:** 752378544

- **Sponsor Address:** 5339 ALPHA ROAD SUITE 300, DALLAS, TX, 75240

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

- **Total Participants:** 221

- **Total Assets:** $23.0M

## 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|221|$23.0M|$600,317|$1.6M|

| 2022|238|$19.7M|$484,469|$1.5M|

## 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|

| NORTHWESTERN MUTUAL INVESTMENT SVCS|BROKER/ADVISER|—|$80,390|$80,390|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$24,438|—|$24,438|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$11,138|—|$11,138|

| ENVESTNET RETIREMENT SOLUTIONS, LLC|OTHER|$8,182|—|$8,182|

| KHA ACCOUNTANTS, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [KHA ACCOUNTANTS, PLLC](https://planprovider.pro/provider/kha-accountants-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $124,148

- **Estimated Expense Ratio:** 0.541% 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|

| 2023|$21,879|$5,569|—|—|—|

| 2022|$24,829|$7,305|$17,524|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/humphreys-partners-architects-l-p-401k-plan)

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