HM&M Group, LLC

Employee Benefit Plan Auditor

Dallas, TX

About HM&M Group, LLC

<p>From energy and natural resources to nonprofit organizations, HM&amp;M Group, LLC works with Dallas-area organizations that need reliable audit and accounting support. The firm is based in Dallas in the Dallas–Fort Worth metro and has been in business since 1978.</p> <p>HM&amp;M is a full-service accounting firm with tax, assurance, business valuation, and litigation support services. For retirement plans, sponsors typically look to firms like HM&amp;M when they need help with plan financial statements and related reporting as part of their <a href="/auditors/401k">401(k) auditors</a> search.</p> <p>CPA and Partner Jorge Martinez joined the firm in 2006 and focuses on assurance and accounting work. Clients working with him can expect a steady point of contact who understands both the technical requirements and the day-to-day realities of operating in regulated industries.</p> <p>What differentiates HM&amp;M is its mix of assurance work and specialized support such as business valuation and litigation support under one roof, which can be useful when plan or company financial questions overlap.</p> <ul> <li>Founded in 1978</li> <li>Based in Dallas, serving the Dallas–Fort Worth metro</li> <li>Services: assurance, tax, business valuation, litigation support</li> <li>Industry experience includes energy and natural resources and nonprofits</li> <li>Key contact: Jorge Martinez, CPA (joined 2006)</li> </ul>

Website: https://www.hmpc.com/

Founded: 1978

Office Locations

  • Dallas, TX

Accreditations & Certifications

  • AICPA EBPAQC
  • AICPA Member

Audit Statistics (2024)

  • Total Plans Audited: 56
  • Total AUM Audited: $2.4B
  • 401(k): 56 plans, $2.4B AUM

Plans Serviced (2025)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
TRINITY INDUSTRIES, INC. 401(K) PLAN AS RESTATED EFFECTIVE AUGUST 1, 2020 TRINITY INDUSTRIES, INC., TX $385M 2,890
CRASH CHAMPIONS 401(K) PLAN CRASH CHAMPIONS, LLC, TX $253M 10,575
PAGE SOUTHERLAND PAGE 401(K) PLAN PAGE SOUTHERLAND PAGE, INC, TX $242M 1,322
HUAWEI USA 401(K) PLAN FUTUREWEI TECHNOLOGIES, INC., CA $228M 149
PEROT RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF HILLWOOD DEVELOPMENT HILLWOOD DEVELOPMENT COMPANY, LLC, TX $221M 773
401(k) Retirement Plan Healthcare Sponsor, TX $171M 4,886
401(k) Retirement Plan Manufacturing Sponsor, TX $125M 96
401(k) Retirement Plan Professional Services Sponsor, TX $97M 579
401(k) Retirement Plan Technology Sponsor, TX $81M 1,616

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