Plan Snapshot
- Plan Sponsor: Hmm (America), INC
- Sponsor EIN: 942868310
- Sponsor Address: 222 W LAS COLINAS BOULEVARD, IRVING, TX, 75039
- Plan Type: 401(k)
- Total Participants: 374
- Total Assets: $28.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 374 | $28.4M | $504,376 | $2.0M |
| 2023 | 355 | $25.8M | $446,249 | $1.6M |
| 2022 | 329 | $23.6M | $506,619 | $1.7M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | RECORDKEEPER | $81,464 | — | $81,464 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $81,464
- Estimated Expense Ratio: 0.287% 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 | $82,075 | — | — | — | — |
| 2023 | $77,555 | — | — | $77,555 | — |
| 2022 | $79,329 | — | — | — | — |