Plan Ledger DOL Form 5500 · updated monthly

Humphreys & Partners Architects, L.P.401(k)

HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN · DALLAS, TX · plan year 2023

Reported admin expense ratio · 2023
0.10%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Humphreys & Partners Architects, L.P. reported $21,879 in plan administrative expenses for 2023: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,716 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio fell from 0.12% to 0.10%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,849th-largest of 5,688 plans among Texas employers on file, and the 5,066th of 11,654 in professional & technical services. In 2023, employees put in $2.61 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$22,962,621
Participants with balances394
Active participants221
Employer contributions$600,317
Employee contributions$1,564,680
Employer contribution per active participant$2,716
Average account balance$58,281
Benefits paid to participants$2,017,842
Plan auditUnmodified (clean) audit opinion
AuditorKHA ACCOUNTANTS, PLLC
Plan history2
Yearassets · accounts · employer contribution
2023$23.0M · 394 accts · $600K emplr
2022$19.7M · 351 accts · $484K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$12,219
Investment management$5,569
Total administrative$21,879
The Humphreys & Partners Architects, L.P. 401(k) match · 2023
Employer contribution per active participant$2,716
Median for plans this size$2,440
2023$2,716 per active participant
2022$2,036 per active participant

Humphreys & Partners Architects, L.P.'s 2023 employer contribution ran above the $2,440 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
EMPOWER ADVISORY GROUP, LLC · Investment management$5,569
ENVESTNET RETIREMENT SOLUTIONS, LLC$4,091
NORTHWESTERN MUTUAL INVESTMENT SVCSindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2023$21,879 · 0.10%
2022$24,829 · 0.12%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 752378544 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.