Sarah Yates signed HMT LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HMT LLC's EIN is 52-2207348.
Download the official 2024 Form 5500 (PDF) for HMT LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HMT LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL | — | MILWAUKEE, WI | NONE | $51K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $4.8M | 11.7% | |
| TRP RETIREMENT BLEND 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $4.3M | 10.6% | |
| TRP RETIREMENT BLEND 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $3.9M | 9.6% | |
| TRP RETIREMENT BLEND 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $3.9M | 9.6% | |
| TRP RETIREMENT BLEND 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $3.9M | 9.6% | |
| TRP RETIREMENT BLEND 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $2.6M | 6.3% | |
| TRP RETIREMENT BLEND 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $2.2M | 5.4% | |
| TRP RETIREMENT BLEND 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $2.1M | 5.1% | |
| DFA Global Equity I ** 854 Victory Nasdaq 100 Index R6 | Mutual Funds | — | — | $1.8M | 4.5% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $1.5M | 3.7% | |
| TRP RETIREMENT BLEND 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $1.2M | 2.9% | |
| T. Rowe Price Trust Company New Horizons Fund | Common Stocks | — | — | $1.0M | 2.5% | |
| TRP RETIREMENT BLEND 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $830K | 2.0% | |
| JP Morgan Chase Equity Income | Other securities | — | — | $819K | 2.0% | |
| American Funds American New Perspectives R6 | Mutual Funds | — | — | $766K | 1.9% | |
| Vanguard Mid-Cap Ind-Admiral | Mutual Funds | — | — | $454K | 1.1% | |
| TRP RETIREMENT BLEND 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $443K | 1.1% | |
| T. Rowe Price Trust Company Mid-Cap Value Fund | Common Stocks | — | — | $433K | 1.1% | |
| Dodge & Cox Income X | Mutual Funds | — | — | $425K | 1.0% | |
| TRP RETIREMENT BLEND 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6658064 / PN 001 | Common Collective Trust | — | — | $412K | 1.0% | |
| T. Rowe Price Trust Company Diversified Mid-Cap Growth | Common Stocks | — | — | $305K | 0.8% | |
| American Funds New World R6 | Mutual Funds | — | — | $265K | 0.7% | |
| American Beacon American Beacon Small Cap Value Inst | Other securities | — | — | $215K | 0.5% | |
| TRP RETIREMENT BLEND 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6658059 / PN 001 | Common Collective Trust | — | — | $206K | 0.5% | |
| T. Rowe Price Trust Company Government Money | Common Stocks | — | — | $184K | 0.5% | |
| JP Morgan Chase Government Bond R6 | U.S. Treasuries | — | — | $157K | 0.4% | |
| Vanguard Total Bond Index Admiral Shares | Mutual Funds | — | — | $57K | 0.1% | |
| Vanguard Small Cap Index Admiral Shares | Mutual Funds | — | — | $42K | 0.1% | |
| DFA Real Estate Securities I | Mutual Funds | — | — | $39K | <0.1% | |
| DFA International Large Cap Growth | Mutual Funds | — | — | $18K | <0.1% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $15K | <0.1% | |
| American Funds American Balanced Fund R6 | Mutual Funds | — | — | $13K | <0.1% | |
| PGIM Jennison Small Company R6 | Common Stocks | — | — | $9K | <0.1% | |
| American Funds Capital Income Builder | Mutual Funds | — | — | $7K | <0.1% | |
| American Funds American High Income Trust R6 | Mutual Funds | — | — | $6K | <0.1% | |
| TRP RETIREMENT BLEND 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6590722 / PN 001 | Common Collective Trust | — | — | $3K | <0.1% | |
| Fidelity Inflation Protected Bond Index Fund | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
