How big is The HMJ Trust's plan?

The HMJ Trust's plan reported $964K in assets and 5 participants for 2024.

Original filing (PDF)20250630101924NAL0027213922001

The HMJ Trust

Name: The HMJ Trust — The HMJ Trust Profit Sharing Plan, Form 5500 (2024)
Creator: The HMJ Trust
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The HMJ Trust Profit Sharing Plan

Defined-contribution retirement plan · The HMJ Trust's The HMJ Trust Profit Sharing Plan held $964K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$964K

Net assets (EOY)

$964K

People on this filing

Robert B. B. Smith signed The HMJ Trust's 2024 Form 5500 as plan administrator.

Robert B. B. Smith — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The HMJ Trust's EIN is 46-6100005.

EIN 46-6100005

Plan number 001

Plan year 2024

ACK ID 20250630101924NAL0027213922001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The HMJ Trust from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The HMJ Trust's plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE HMJ TRUST.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score