Plan Snapshot
- Plan Sponsor: Hmt LLC
- Sponsor EIN: 522207348
- Sponsor Address: 19241 DAVID MEMORIAL DR,, THE WOODLANDS, TX, 77385
- Plan Type: 401(k)
- Total Participants: 1,204
- Total Assets: $40.7M
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 | 1,204 | $40.7M | $652,289 | $3.6M |
| 2023 | 1,231 | $36.1M | $490,971 | $2.9M |
| 2022 | 1,035 | $33.1M | $404,152 | $2.5M |
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 |
|---|---|---|---|---|
| WHITLEY PENN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WHITLEY PENN 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 | $89,046 | — | — | — | — |
| 2023 | $80,350 | — | — | — | — |
| 2022 | $101,977 | — | — | — | $49,087 |