Ellen Stahl signed HMA Group Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HMA Group Holdings, LLC's EIN is 42-0985055.
Download the official 2024 Form 5500 (PDF) for HMA Group Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HMA Group Holdings, LLC's plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $364K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST FINANCIAL GROUP | 26-0058143 | — | INVESTMENT ADVISORY | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Northern Trust Global Investments Northern Trust S&P 500 Index Tier 4 | Common Collective Trusts | — | — | $31.3M | 12.8% | |
| NT COL S&P 500 IDX FD DC NL T4 NORTHERN TRUST · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $31.3M | 12.8% | |
| PRIN LIFETIME HYB 2030 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $18.1M | 7.4% | |
| WINSLOW LARGE CAP GROWTH CL CT SEI TRUST COMPANY · EIN 84-4930601 / PN 142 | Common Collective Trust | — | — | $17.1M | 7.0% | |
| PRIN LIFETIME HY 2050 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $15.2M | 6.2% | |
| PRIN LIFETIME HB 2040 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $13.2M | 5.4% | |
| PRIN LIFETIME HB 2045 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $12.6M | 5.1% | |
| PRINCIPAL STABLE VAL PREF FD PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $12.4M | 5.0% | |
| PRIN LIFETIME HY 2055 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $12.3M | 5.0% | |
| PRIN LIFETIME HB 2035 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $11.5M | 4.7% | |
| Northern Trust Global Investments Northern Trust Russell 2000 Index Tier 4 | Common Collective Trusts | — | — | $7.1M | 2.9% | |
| NT COL RSLL 2000 IX FD DC NL 4 NORTHERN TRUST · EIN 45-6138589 / PN 107 | Common Collective Trust | — | — | $7.1M | 2.9% | |
| s - Fidelity Institutional Asset Management Fidelity Management & Research | Common Collective Trusts | — | — | $6.9M | 2.8% | |
| FIAM CR PL COMM PL CLASS I CIT FIDELITY INST ASSET MGMT TRUST CO · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $6.9M | 2.8% | |
| Northern Trust Global Investments Northern Trust S&P 400 Index Tier 4 | Other securities | — | — | $6.8M | 2.8% | |
| NT COLL S&P 400 IDX FD DC NL 4 NORTHERN TRUST · EIN 45-6138589 / PN 105 | Common Collective Trust | — | — | $6.8M | 2.8% | |
| PRIN LIFETIME HY 2060 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $6.7M | 2.7% | |
| Artisan International Value | Other securities | — | — | $6.3M | 2.6% | |
| Putnam Investments Putnam Large Cap Value A | Mutual Funds | — | — | $5.5M | 2.2% | |
| MFS Investment Management MFS Value R3 Fund | Mutual Funds | — | — | $5.3M | 2.2% | |
| MFS MID CAP GROWTH FD CL CT GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $4.3M | 1.8% | |
| Principal Life Insurance Company Principal Large Cap Growth | Common Stocks | — | — | $4.3M | 1.7% | |
| PRIN LARGECAP GROWTH I SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $4.3M | 1.7% | |
| PRIN U.S. PROPERTY SA-I4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $4.0M | 1.6% | |
| PRIN LIFETIME HYB 2025 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $4.0M | 1.6% | |
| Hartford Mutual Funds Hartford International Opportunities HLS | Other securities | — | — | $4.0M | 1.6% | |
| Fidelity Investments Fidelity International Small Cap | Mutual Funds | — | — | $3.9M | 1.6% | |
| Principal Life Insurance Company Principal Mid Cap Value I | Common Stocks | — | — | $3.7M | 1.5% | |
| PRIN MIDCAP VALUE I SA-I2 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $3.7M | 1.5% | |
| Principal Life Insurance Company Principal Small Cap Growth I | Common Stocks | — | — | $3.5M | 1.4% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $3.5M | 1.4% | |
| American Beacon Funds American Beacon Smll Cap Value R6 | Other securities | — | — | $2.7M | 1.1% | |
| PRIN CORE PLUS BOND SEP ACT-I4 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $2.6M | 1.1% | |
| Driehaus Emerging Markets Growth | Other securities | — | — | $2.1M | 0.9% | |
| Northern Trust Global Investments NT Collective ACWI ExUS Investable Mkt Idx | Common Collective Trusts | — | — | $1.8M | 0.7% | |
| NT COL ACWI XUS I MT IX DCNL 4 NORTHERN TRUST · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $1.8M | 0.7% | |
| Franklin Templeton Investments Franklin Utilities R6 | Mutual Funds | — | — | $1.5M | 0.6% | |
| PRIN LIFETIME HY 2065 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $1.4M | 0.6% | |
| PRIN LIFETIME HYB 2020 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.4M | 0.6% | |
| Northern Trust Global Investments NT Collective Aggregate Bond Index Tier 4 | Common Collective Trusts | — | — | $1.3M | 0.5% | |
| NT COLL AGG BD IDX FD - NL T4 NORTHERN TRUST · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $1.3M | 0.5% | |
| Participant loans bearing interest at rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $1.2M | 0.5% | |
| PIMCO Funds PIMCO Real Return A Fund | Mutual Funds | — | — | $1.1M | 0.4% | |
| Principal Global Investors Trust Company Principal LifeTime Hybrid Income | Common Stocks | — | — | $423K | 0.2% | |
| PRIN LIFETIME HY INC CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $423K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $225K | <0.1% | |
| Principal Life Insurance Company Principal Financial Group Inc. Stock | Common Stocks | — | — | $149K | <0.1% | |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $149K | <0.1% | |
| PRIN LIFETIME HYB 2015 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $127K | <0.1% |
