Plan Snapshot
- Plan Sponsor: Hmr Veterans Services, INC.
- Sponsor EIN: 200868983
- Sponsor Address: 201 N. MAIN STREET, ANDERSON, SC, 29621
- Plan Type: 401(k)
- Total Participants: 2,284
- Total Assets: $35.0M
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 | 2,284 | $35.0M | $1.5M | $2.7M |
| 2023 | 1,978 | $32.9M | $1.4M | $2.6M |
| 2022 | 1,874 | $29.6M | $1.6M | $2.7M |
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 |
|---|---|---|---|---|
| EISERAMPER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISERAMPER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $239,146 | $56,535 | — | — | — |
| 2023 | $238,266 | $53,884 | — | — | — |
| 2022 | $191,357 | — | $160,457 | — | $30,900 |