Plan Snapshot
- Plan Sponsor: Hm Us Services, LLC
- Sponsor EIN: 814086708
- Sponsor Address: 300 E. JOHN CARPENTER FREEWAY SUITE, IRVING, TX, 75062
- Plan Type: 401(k)
- Total Participants: 1,228
- Total Assets: $193.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,228 | $193.3M | $4.9M | $6.1M |
| 2023 | 1,221 | $181.9M | $4.8M | $6.0M |
| 2022 | 1,173 | $163.1M | $4.4M | $6.0M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY84 | NONE | $83,192 | — | $83,192 |
| EMPOWER ADVISORY GROUP, LLC | NONE | $62,844 | — | $62,844 |
| KONG,JOY | NONE | $62,760 | — | $62,760 |
| WHITLEY PENN LLP | Auditor | $62,760 | — | $62,760 |
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: $271,556
- Estimated Expense Ratio: 0.140% 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 | $209,395 | $62,844 | — | $62,760 | — |
| 2023 | $229,746 | $67,118 | — | — | — |
| 2022 | $232,034 | $69,645 | — | — | $62,093 |