Humphrey & Associates, Inc. 401(k) Plan
Sponsored by Humphrey & Associates, Inc. · EIN 741907160 · Plan #003
- Total assets
- $49.4M
- Net assets
- $49.4M
- Active participants
- 479
- With balances
- 558
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $185,276 |
| Weaver And Tidwell, Llp | Accounting, Direct payment from the plan | $15,225 |
| Oakwood Capital Securities, Inc | Other services, Other commissions, Other fees | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |