How big is The Humphreys Group's plan?

The Humphreys Group's plan reported $1.4M in assets and 6 participants for 2023.

Original filing (PDF)20240627120613NAL0006583123001

The Humphreys Group

Name: The Humphreys Group — The Humphreys Group Qualified, Form 5500 (2023)
Creator: The Humphreys Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Humphreys Group Qualified Retirement Plan

Defined-contribution retirement plan · The Humphreys Group's The Humphreys Group Qualified Retirement Plan held $1.4M in plan assets for 6 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Diane Bourdo signed The Humphreys Group's 2023 Form 5500 as plan administrator.

Diane Bourdo — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Humphreys Group's EIN is 86-1110306.

EIN 86-1110306

Plan number 001

Plan year 2023

ACK ID 20240627120613NAL0006583123001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for The Humphreys Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

The Humphreys Group's plan includes profit-sharing, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE HUMPHREYS GROUP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score