# HM&M Group, LLC Source: https://planprovider.pro/provider/hmandm-group-llc > From energy and natural resources to nonprofit organizations, HM&M Group, LLC works with Dallas-area organizations that need reliable audit and accountin… Employee Benefit Plan Auditor Dallas, TX ## About HM&M Group, LLC

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.

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 401(k) auditors search.

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.

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.

Website: [https://www.hmpc.com/](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| | SERVICE KING 401(K) PLAN|SERVICE KING PAINT & BODY, LLC, TX|$171M|4,886| | MAVERICK CAPITAL, LTD. 401(K) PLAN|MAVERICK CAPITAL, LTD., TX|$125M|96| | ISN SOFTWARE CORPORATION 401K PLAN|ISN SOFTWARE CORPORATION, TX|$97M|579| | ESP MANAGEMENT, LLC 401K PROFIT SHARING PLAN|KATZEN MEDICAL ASSOCIATES, P.C., TX|$81M|1,616| | ATRION CORPORATION 401(K) SAVINGS PLAN|ATRION CORPORATION, TX|$63M|649| | PEROT EMPLOYEE RETIREMENT SAVINGS PLAN|PETRUS TRUST COMPANY, LTA, TX|$55M|99| | THE COMMODITIES GROUP 401(K) PLAN AND TRUST|ECOM ATLANTIC, INC., TX|$48M|165| | CAIN, WATTERS & ASSOCIATES, LLC RETIREMENT PLAN & TRUST|CAIN, WATTERS & ASSOCIATES, LLC, TX|$46M|356| | EMBARK CONSULTING, LLC 401(K) PLAN|EMBARK CONSULTING, LLC, TX|$40M|575| | TEXAS RETINA ASSOCIATES RETIREMENT PLAN|TEXAS RETINA ASSOCIATES, TX|$40M|263| | MUNCK WILSON MANDALA 401(K) PLAN|MUNCK WILSON MANDALA, LLP, TX|$36M|177| | CARLSON CAPITAL, L.P. 401(K) PLAN|CARLSON CAPITAL, L.P., TX|$33M|29| | MORNINGSTAR PARTNERS, L.P. EMPLOYEES' 401(K) PLAN|TXO ENERGY GP, TX|$32M|202| | PEOPLES BANK 401K AND ESOP PLAN|PEOPLES BANK, TX|$25M|119| | POTTER HOLDINGS, INC. 401K PLAN|POTTER HOLDINGS INC, TX|$20M|377| Showing top 20 of 57 plans serviced in 2025. ## Other Employee Benefit Plan Auditors in TX - [Johnson & Sheldon, PLLC](https://planprovider.pro/provider/johnson-and-sheldon-pllc) - Amarillo, TX - [Scott Miller CPA & Associates Inc.](https://planprovider.pro/provider/scott-miller-cpa-and-associates-inc) - Lockhart, TX - [Seidel Schroeder](https://planprovider.pro/provider/seidel-schroeder) - College Station, TX - [CJ CPAs](https://planprovider.pro/provider/cj-cpas) - San Antonio, TX - [McConnell & Jones LLP](https://planprovider.pro/provider/mcconnell-and-jones-llp) - Houston, TX - [Freemon, Shapard & Story](https://planprovider.pro/provider/freemon-shapard-and-story) - Wichita Falls, TX - [Fox, Byrd & Company, P.C.](https://planprovider.pro/provider/fox-byrd-and-company-pc) - Dallas, TX - [RBMS, LLP](https://planprovider.pro/provider/rbms-llp) - Lubbock, TX - [ABIP PC](https://planprovider.pro/provider/abip-pc) - Houston, TX - [Erickson Demel & Associates, PLLC](https://planprovider.pro/provider/erickson-demel-and-associates-pllc) - Austin, TX [View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/hmandm-group-llc) © 2026 PlanProvider.Pro