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Original filing (PDF)20251015152248NAL0010025458001
HM US SERVICES, LLC
Form 5500
FILING_RECEIVED
HEIDELBERG MATERIALS US PENSION PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
948
Accounts w/ balance
—
Plan assets (EOY)
$518.5M
Net assets (EOY)
$518.4M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
55
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HM US SERVICES, LLC.
Plan sponsor
Name
HM US SERVICES, LLC
EIN
81-4086708
Address
300 E JOHN CARPENTER FRWY, STE 1645 · IRVING, TX · 75062
Phone
(972) 653-5500
Industry
Manufacturingsee all
Plan administrator
Name
RETIREMENT PLANS COMMITTEE
EIN
22-3478453
City
IRVING, TX
Phone
(972) 653-5500
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WHITLEY PENN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
1 pooled fund· $518.5M(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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| HEIDELBERG MATERIALS US PENSION TRU NORTHERN TRUST COMPANY · EIN 51-0482898 / PN 001 | Master Trust | $518.5M | 100.0% |
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