# Hms Holdings LLC 401(k) Plan
Source: https://planprovider.pro/companies/hms-holdings-llc-401k-plan

> Hms Holdings LLC's 401(k) plan: 652 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

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