Humphrey & Associates, Inc. 401(k) Plan: Login, Facts & Contact Information

Humphrey & Associates, Inc. 401(k) Plan Facts

Plan name
HUMPHREY & ASSOCIATES, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
HUMPHREY & ASSOCIATES, INC.
Participants
524 (479 active employees)
Former employees with a balance
86
Plan assets
$49,416,315 at Jun 30, 2025
Average account balance
$88,560 across 558 accounts
Employer contributions
$2,033,585 in plan year 2024 (37% of all contributions)
Recordkeeper
Principal Life Insurance Company
Plan year
Jul 1, 2024 – Jun 30, 2025
Plan established
Jan 1, 1995
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jul 1, 2024 – Jun 30, 2025), filed Apr 8, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $5.49 million went into the plan in contributions, $2.03 million of it from the employer (37%).
  • $5.34 million was paid out to participants.
  • Investment and other income added $5.21 million.
  • Administrative expenses were $200,502, about $359 per account.

How the Humphrey & Associates, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019468$34.2 million$617,684$4.10 million
2020493$43.0 million$223,611$3.10 million
2021490$35.6 million$233,626$4.36 million
2022537$38.3 million$1.52 million$5.39 million
2023574$44.3 million$1.79 million$3.96 million
2024524$49.4 million$2.03 million$5.34 million

Humphrey & Associates, Inc. 401(k) Contact Information

Phone
972-620-1075
Mailing address
1501 LUNA RD. STE 100, CARROLLTON TX 750066494
Plan sponsor
HUMPHREY & ASSOCIATES, INC.
Employer identification number (EIN)
74-1907160
Plan number
003

Questions about the Humphrey & Associates, Inc. 401(k)

Does Humphrey & Associates, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.03 million, 37% of all contributions.

Does the Humphrey & Associates, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Humphrey & Associates, Inc 401(k) plan?

524 participants at the start of plan year 2024, 479 of them active employees, and 86 former employees who still had money in the plan.

What is the average 401(k) balance at Humphrey & Associates, Inc?

About $88,560 per account: $49.4 million in plan assets across 558 accounts with a balance at the end of plan year 2024.

Who manages the Humphrey & Associates, Inc 401(k) accounts?

Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Humphrey & Associates, Inc. How do I access my 401(k)?

Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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