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, 2020TRINITY INDUSTRIES, INC., TX$385M2,890
CRASH CHAMPIONS 401(K) PLANCRASH CHAMPIONS, LLC, TX$253M10,575
PAGE SOUTHERLAND PAGE 401(K) PLANPAGE SOUTHERLAND PAGE, INC, TX$242M1,322
HUAWEI USA 401(K) PLANFUTUREWEI TECHNOLOGIES, INC., CA$228M149
PEROT RETIREMENT SAVINGS PLAN FOR EMPLOYEES OF HILLWOOD DEVELOPMENTHILLWOOD DEVELOPMENT COMPANY, LLC, TX$221M773
SERVICE KING 401(K) PLANSERVICE KING PAINT & BODY, LLC, TX$171M4,886
MAVERICK CAPITAL, LTD. 401(K) PLANMAVERICK CAPITAL, LTD., TX$125M96
ISN SOFTWARE CORPORATION 401K PLANISN SOFTWARE CORPORATION, TX$97M579
ESP MANAGEMENT, LLC 401K PROFIT SHARING PLANKATZEN MEDICAL ASSOCIATES, P.C., TX$81M1,616
ATRION CORPORATION 401(K) SAVINGS PLANATRION CORPORATION, TX$63M649
PEROT EMPLOYEE RETIREMENT SAVINGS PLANPETRUS TRUST COMPANY, LTA, TX$55M99
THE COMMODITIES GROUP 401(K) PLAN AND TRUSTECOM ATLANTIC, INC., TX$48M165
CAIN, WATTERS & ASSOCIATES, LLC RETIREMENT PLAN & TRUSTCAIN, WATTERS & ASSOCIATES, LLC, TX$46M356
EMBARK CONSULTING, LLC 401(K) PLANEMBARK CONSULTING, LLC, TX$40M575
TEXAS RETINA ASSOCIATES RETIREMENT PLANTEXAS RETINA ASSOCIATES, TX$40M263
MUNCK WILSON MANDALA 401(K) PLANMUNCK WILSON MANDALA, LLP, TX$36M177
CARLSON CAPITAL, L.P. 401(K) PLANCARLSON CAPITAL, L.P., TX$33M29
MORNINGSTAR PARTNERS, L.P. EMPLOYEES' 401(K) PLANTXO ENERGY GP, TX$32M202
PEOPLES BANK 401K AND ESOP PLANPEOPLES BANK, TX$25M119
POTTER HOLDINGS, INC. 401K PLANPOTTER HOLDINGS INC, TX$20M377

Showing top 20 of 57 plans serviced in 2025.

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