AUMdb

Hma Group Holdings, Llc 401(k) Plan

Sponsored by Hma Group Holdings, Llc · EIN 420985055 · Plan #001

Total assets
$245M
Net assets
$245M
Active participants
1,261
With balances
1,443

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Carr Financial Group Corporation CRD 317321 fuzzy_auto · 93% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $363,887
Captrust Financial Group Investment advisory (plan), Other fees $0