Andrea Darrow signed HMS Holdings LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
HMS Holdings LLC's EIN is 61-1432963.
Download the official 2024 Form 5500 (PDF) for HMS Holdings LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)HMS Holdings 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $75K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | INVESTMENT ADVISORY | $75K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Common Collective Trust Funds JP Morgan Chase Smart Retirement 2030 | Common Collective Trusts | — | — | $14.0M | 10.9% | |
| JPMCB SMRTRTMT DRE 2030 CF FD JPMORGAN CHASE BANK, N.A. · EIN 20-3063387 / PN 001 | Common Collective Trust | — | — | $14.0M | 10.9% | |
| JP Morgan Chase Large Cap Growth Fund | Other securities | — | — | $13.2M | 10.3% | |
| Fidelity S&P 500 Index | Mutual Funds | — | — | $12.2M | 9.5% | |
| JP Morgan Chase Smart Retirement 2045 | Other securities | — | — | $9.4M | 7.4% | |
| JPMCB SMRTRTMT DRE 2045 CF FD JPMORGAN CHASE BANK, N.A. · EIN 20-5819388 / PN 001 | Common Collective Trust | — | — | $9.4M | 7.4% | |
| JP Morgan Chase Smart Retirement 2040 | Other securities | — | — | $9.1M | 7.1% | |
| JPMCB SMRTRTMT DRE 2040 CF FD JPMORGAN CHASE BANK, N.A. · EIN 20-3063440 / PN 001 | Common Collective Trust | — | — | $9.1M | 7.1% | |
| Stable Value Collective Trust Fund * Galliard Capital Management Stable Return PN Fund | Stable Value | — | — | $8.7M | 6.8% | |
| JP Morgan Chase Smart Retirement 2035 | Other securities | — | — | $8.5M | 6.6% | |
| JPMCB SMRTRTMT DRE 2035 CF FD JPMORGAN CHASE BANK, N.A. · EIN 20-5819181 / PN 001 | Common Collective Trust | — | — | $8.5M | 6.6% | |
| JP Morgan Chase Smart Retirement 2025 | Other securities | — | — | $8.4M | 6.6% | |
| JPMCB SMRTRTMT DRE 2025 CF FD JPMORGAN CHASE BANK, N.A. · EIN 20-5819098 / PN 001 | Common Collective Trust | — | — | $8.4M | 6.6% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $8.3M | 6.5% | |
| JP Morgan Chase Smart Retirement 2050 | Other securities | — | — | $7.3M | 5.7% | |
| JPMCB SMRTRTMT DRE 2050 CF FD JPMORGAN CHASE BANK, N.A. · EIN 20-5819476 / PN 001 | Common Collective Trust | — | — | $7.3M | 5.7% | |
| JP Morgan Chase Smart Retirement 2055 | Other securities | — | — | $5.5M | 4.3% | |
| JPMCB SMRTRTMT DRE 2055 CF FD JPMORGAN CHASE BANK, N.A. · EIN 45-5595944 / PN 001 | Common Collective Trust | — | — | $5.5M | 4.3% | |
| MID CAP GROWTH R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $4.1M | 3.2% | |
| Vanguard Equity Income -Admiral Shares | Mutual Funds | — | — | $3.9M | 3.1% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $3.4M | 2.6% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $3.2M | 2.5% | |
| Blackrock Intl Instl Fund | Other securities | — | — | $2.4M | 1.9% | |
| JP Morgan Chase Smart Retirement 2060 | Other securities | — | — | $2.4M | 1.9% | |
| JPMCB SMRTRTMT DRE 2060 CF FD JPMORGAN CHASE BANK, N.A. · EIN 81-3221155 / PN 001 | Common Collective Trust | — | — | $2.4M | 1.9% | |
| JP Morgan Chase Smart Retirement 2020 | Other securities | — | — | $2.4M | 1.8% | |
| JPMCB SMRTRTMT DRE 2020 CF FD JPMORGAN CHASE BANK, N.A. · EIN 20-3063359 / PN 001 | Common Collective Trust | — | — | $2.4M | 1.8% | |
| MID CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $2.3M | 1.8% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $1.3M | 1.0% | |
| Fidelity TTL International Index | Mutual Funds | — | — | $1.3M | 1.0% | |
| maturing through December 2029 | Other securities | — | — | $1.1M | 0.9% | |
| JP Morgan Chase JP Morgan Chase Smart Retirement Income | Other securities | — | — | $979K | 0.8% | |
| JPMCB SMRTRTMT DRE INC CF FUND JPMORGAN CHASE BANK, N.A. · EIN 20-3063490 / PN 001 | Common Collective Trust | — | — | $979K | 0.8% | |
| JP Morgan Chase Smart Retirement 2065 | Other securities | — | — | $921K | 0.7% | |
| JPMCB SMRTRTMT DRE 2065 CF FD JPMORGAN CHASE BANK, N.A. · EIN 92-0307615 / PN 001 | Common Collective Trust | — | — | $921K | 0.7% | |
| JP Morgan Chase US Small Company R6 Fund | Common Stocks | — | — | $862K | 0.7% | |
| American Century Large Cap Equity R6 Fund | Other securities | — | — | $815K | 0.6% | |
| Baird Core Plus Bond I Fund | Other securities | — | — | $560K | 0.4% | |
| Principal Diver Real - Institutional Fund | Other securities | — | — | $193K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
