Plan Snapshot
- Plan Sponsor: Hma Group Holdings, LLC
- Sponsor EIN: 420985055
- Sponsor Address: PO BOX 9207, DES MOINES, IA, 503069207
- Plan Type: 401(k)
- Total Participants: 1,261
- Total Assets: $245.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,261 | $245.4M | $7.3M | $12.4M |
| 2023 | 1,119 | $210.3M | $6.2M | $11.0M |
| 2022 | 1,022 | $176.0M | $5.5M | $9.8M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $363,887 | — | $363,887 |
| CAPTRUST FINANCIAL GROUP | INVESTMENT ADVISORY | — | $215,022 | $215,022 |
| MARSHALL VANDER LINDEN CPA, PLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MARSHALL VANDER LINDEN CPA, PLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $578,909
- Estimated Expense Ratio: 0.236% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $363,888 | — | $363,888 | — | — |
| 2023 | $321,095 | — | $321,095 | — | — |
| 2022 | $305,690 | — | $305,690 | — | — |