Humphrey Management Llc 401(k) Plan
Sponsored by Humphrey Management Llc · EIN 851633029 · Plan #002
- Total assets
- $9.3M
- Net assets
- $9.3M
- Active participants
- 176
- With balances
- 295
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Participant loan processing, Recordkeeping fees, Other fees | $48,144 |
| Pw Partners | Accounting, Direct payment from the plan | $12,266 |
| Mesirow | Investment advisory (plan), Direct payment from the plan | $5,250 |