Hmt 401(K) Retirement Plan — Form 5500 plan (Hmt LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Hmt 401(K) Retirement Plan is a benefit plan reported by Hmt LLC under EIN 52-2207348 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,176 participants and $36,071,626 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hmt LLC
EIN
52-2207348
Plan number
001
Plan type
2
Location
The Woodlands, TX
Latest filing year
2023
Participants
1,176
End-of-year plan assets
$36,071,626

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,176H, C20241015180817NAL0015222835001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,071,626
Total liabilities (EOY)
$0
Net assets (EOY)
$36,071,626
Net assets (BOY)
$33,143,778

Income & contributions

Employer contributions
$490,971
Participant contributions
$2,855,248
Total contributions
$3,716,578
Total income / additions
$9,388,498

Expenses & distributions

Benefits paid
$6,341,251
Administrative expenses
$80,350
Total expenses
$6,460,650
Net increase / (decrease)
$2,927,848

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$35,001$02023
Northwestern Mutual Wealth ManagemeNONE$34,435not reported in the loaded dataset2023
Lockton Investment Advisors LLCNONE$11,062not reported in the loaded dataset2023

Related Form 5500 pages