# Hma Group Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/hma-group-holdings-llc-401k-plan

> Hma Group Holdings, LLC's 401(k) plan: 1,261 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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