About HM&M Group, LLC
<p>From energy and natural resources to nonprofit organizations, HM&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&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&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&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).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| 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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