W.T. Humphrey, Inc. 401(k) Profit Sharing Plan
Sponsored by W.T. Humphrey, Inc. · EIN 560998971 · Plan #001
- Total assets
- $11.4M
- Net assets
- $11.4M
- Active participants
- 130
- With balances
- 149
Plan year beginning 10/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners Llc Dba Captr | Investment advisory (plan) | $68,843 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $20,705 |
| Cliftonlarsonallen Llp | Accounting | $11,910 |