AUMdb

Humphreys & Partners Architects 401(k) Plan

Sponsored by Humphreys & Partners Architects, L.P. · EIN 332567029 · Plan #001

Total assets
$23.1M
Net assets
$23.1M
Active participants
154
With balances
297

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $13,667
Empower Advisory Group, Llc Investment management $6,156
Envestnet Retirement Solutions, Llc Other fees $4,593
Northwestern Mutual Investment Svcs Other commissions $0