# W.T. Humphrey, INC. 401(k) Plan
Source: https://planprovider.pro/companies/w-t-humphrey-inc-560998971-001

> W.T. Humphrey, INC.'s 401(k) plan: 130 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** W.T. Humphrey, INC.

- **Sponsor EIN:** 560998971

- **Sponsor Address:** 2423 NORTH MARINE BOULEVARD, JACKSONVILLE, NC, 28546

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

- **Plan Number:** 001

- **Total Participants:** 130

- **Total Assets:** $11.4M

## 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|130|$11.4M|$72,648|$348,025|

| 2023|247|$14.1M|$134,119|$620,642|

| 2022|220|$11.3M|$92,316|$441,042|

## 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|

| CAPFINANCIAL PARTNERS LLC DBA CAPTR|Investment Advisor|$68,843|—|$68,843|

| EMPOWER ANNUITY INSURANCE COMPANY O|Recordkeeper|$20,705|—|$20,705|

| CLIFTONLARSONALLEN LLP|Auditor|$11,910|—|$11,910|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $101,458

- **Estimated Expense Ratio:** 0.887% 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|$101,458|—|$68,843|$11,910|—|

| 2023|$102,542|$77,386|—|$15,608|—|

| 2022|$81,911|—|$81,911|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/w-t-humphrey-inc-560998971-001)

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