Plan Snapshot
- Plan Sponsor: Hms Holdings LLC
- Sponsor EIN: 611432963
- Sponsor Address: 4400 PAPA JOE HENDRICK BLVD., CHARLOTTE, NC, 282625703
- Plan Type: 401(k)
- Total Participants: 652
- Total Assets: $128.1M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 652 | $128.1M | $1.7M | $7.3M |
| 2023 | 602 | $112.6M | $1.6M | $6.6M |
| 2022 | 561 | $99.1M | $1.6M | $6.2M |
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 |
|---|---|---|---|---|
| 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: $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 | $147,372 | $74,980 | $71,728 | — | — |
| 2023 | $144,774 | $77,245 | $67,529 | — | — |
| 2022 | $144,160 | $79,354 | $64,806 | — | — |