Assets by plan
Share of aggregate retirement assets
Filings through .
Humphrey & Associates, Inc.
EIN 74-1907160mechanical or industrial engineeringLatest filing 2025
Plans
3
Retirement
2
$59.4M assets
Health & Benefits
1
$128K premiums
Participants
1,309
1501 LUNA RD - CARROLLTON, TX 750066494214-212-0855humphrey-associates.comLinkedIn1-10 employeesmechanical or industrial engineering
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $59.4M assets / 996 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $128K premiums / 506 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$70K
- Life$58K
- Other$58K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
HUMPHREY & ASSOCIATES, INC. 401(K) PLAN
401(k)
Assets$49.4M
Participants568
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
THE EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF HUMPHREY & ASSOCIATES, INC.
ESOP
Assets$10.0M
Participants428
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
HUMPHREY & ASSOCIATES, INC. BENEFIT PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$128K
Covered lives506
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | HUMPHREY & ASSOCIATES, INC. 401(K) PLAN | 401(k) | $49.4M | 568 | 2025 |
| #001 | THE EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF HUMPHREY & ASSOCIATES, INC. | ESOP | $10.0M | 428 | 2025 |
- #003 · 401(k) · 2025568
- #001 · ESOP · 2025428
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | HUMPHREY & ASSOCIATES, INC. BENEFIT PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $128K | 506 | 2025 |
- #501 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025506
Retirement plans
Health & Benefits plans