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Original filing (PDF)20251124152009NAL0003910354001
HMR VETERANS SERVICES, INC.
Form 5500
FILING_RECEIVED
HMR VETERANS SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 0.3 mo
Active participants
2,284
Accounts w/ balance
961
Plan assets (EOY)
$35.0M
Net assets (EOY)
$35.0M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
99
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
65
Knocking points off
- Filed 0.3 months past the 10.5-month grace window.
- 68 bps in Schedule C fees — 135% above peer band of 29 bps.
- Only 42% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HMR VETERANS SERVICES, INC..
Plan sponsor
Name
HMR VETERANS SERVICES, INC.
EIN
20-0868983
Address
201 N. MAIN STREET · ANDERSON, SC · 29621
Phone
(864) 224-3898
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EISERAMPER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $183K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $42K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $14K | — |
Investments
23 direct securities · 1 pooled fund· $35.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$33.9M
23 holdings
Common Collective Trust
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Pacific Investment Management Company, LLC PIMCO RealPath 2025 Fund Institutional Class | — | — | — | $5.6M | 15.9% | |
| Pacific Investment Management Company, LLC PIMCO RealPath 2030 Fund Institutional Class | — | — | — | $3.7M | 10.5% | |
| Pacific Investment Management Company, LLC PIMCO RealPath Income Fund Institutional Class | — | — | — | $3.4M | 9.7% | |
| Pacific Investment Management Company, LLC PIMCO RealPath 2040 Fund Institutional Class | — | — | — | $3.4M | 9.6% | |
| Pacific Investment Management Company, LLC PIMCO RealPath 2050 Fund Institutional Class | — | — | — | $3.3M | 9.3% | |
| Pacific Investment Management Company, LLC PIMCO RealPath 2035 Fund Institutional Class | — | — | — | $3.1M | 8.9% | |
| Pacific Investment Management Company, LLC PIMCO RealPath 2045 Fund Institutional Class | — | — | — | $2.7M | 7.8% | |
| Fidelity Management & Research Fidelity 500 Index Fund | — | — | — | $2.0M | 5.6% | |
| Pacific Investment Management Company, LLC PIMCO RealPath 2055 Fund Institutional Class | — | — | — | $1.4M | 4.1% | |
| Notes receivable from participants Maturity dates from 2024 - 2029 bearing interest at 4.25% - 9.50% | — | — | — | $1.1M | 3.3% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.1M | 3.2% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Associates, Inc. | — | — | — | $629K | 1.8% | |
| Fidelity Management & Research Fidelity Global ex US Index Fund | — | — | — | $546K | 1.6% | |
| Vanguard Group, Inc. Vanguard Small Cap Index Fund - Admiral | — | — | — | $514K | 1.5% | |
| J.P. Morgan Investment Management, Inc. JP Morgan U.S. Equity Fund Class R6 | — | — | — | $434K | 1.2% | |
| Fidelity Management & Research Fidelity Mid Cap Index Fund | — | — | — | $411K | 1.2% | |
| Fidelity Management & Research Fidelity US Bond Index Fund | — | — | — | $360K | 1.0% | |
| Pacific Investment Management Company, LLC PIMCO RealPath 2060 Fund Institutional Class | — | — | — | $356K | 1.0% | |
| Capital Research and Management Company American Funds EuroPacific Growth Fund Class R6 | — | — | — | $324K | 0.9% | |
| John Hancock Investment Management, LLC JHancock Disciplined Value Mid Cap Fund Class R6 | — | — | — | $202K | 0.6% | |
| J.P. Morgan Investment Management, Inc. JP Morgan Core Bond R6 | — | — | — | $168K | 0.5% | |
| J.P. Morgan Investment Management, Inc. JP Morgan U.S. Value Fund Class R6 | — | — | — | $137K | 0.4% | |
| Capital Research and Management Company American Funds New World Fund Class R6 | — | — | — | $134K | 0.4% | |
| Lord, Abbett & Co., LLC Lord Abbett Bond Debenture Fund Class R6 | — | — | — | $12K | <0.1% |
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