Back to filter
Original filing (PDF)20251010132351NAL0007778833001
HM US SERVICES, LLC
Form 5500
FILING_RECEIVED
HEIDELBERG MATERIALS US EMPLOYEE SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,228
Accounts w/ balance
1,751
Plan assets (EOY)
$193.3M
Net assets (EOY)
$193.3M
How this plan invests
This plan
16 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
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 FREEWAY SUITE · IRVING, TX · 75062
Phone
(972) 653-3794
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WHITLEY PENN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY84 | 84-0467907 | — | NONE | $83K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $63K | — |
| KONG,JOY | — | FREMONT, CA | NONE | $63K | — |
Investments
24 direct securities · 16 pooled funds· $309.0M(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.
Uncategorized
$166.5M
24 holdings
Common Collective Trust
$142.5M
16 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Blend 2035 Commingled S | — | — | — | $25.0M | 13.0% | |
| FIAM TARGET DATE 2035 S FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $25.0M | 13.0% | |
| Fidelity Freedom Blend 2030 Commingled S | — | — | — | $22.3M | 11.5% | |
| FIAM TARGET DATE 2030 S FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $22.3M | 11.5% | |
| Fidelity Freedom Blend 2025 Commingled S | — | — | — | $17.2M | 8.9% | |
| FIAM TARGET DATE 2025 S FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $17.2M | 8.9% | |
| Fidelity 500 Index | — | — | — | $16.2M | 8.4% | |
| FIDELITY MIP II CLASS IV FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $15.2M | 7.8% | |
| FIDELITY GROWTH COMPY COMMINGLED PL FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 006 | Common Collective Trust | — | — | $11.7M | 6.1% | |
| Fidelity Freedom Blend 2040 Commingled S | — | — | — | $10.7M | 5.5% | |
| FIAM TARGET DATE 2040 S FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $10.7M | 5.5% | |
| Fidelity Freedom Blend 2020 Commingled S | — | — | — | $9.3M | 4.8% | |
| FIAM TARGET DATE 2020 S FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $9.3M | 4.8% | |
| Fidelity Freedom Blend 2045 Commingled S | — | — | — | $7.6M | 3.9% | |
| FIAM TARGET DATE 2045 S FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $7.6M | 3.9% | |
| Empower SDB Securities | — | — | — | $6.3M | 3.2% | |
| Fidelity Freedom Blend 2050 Commingled S | — | — | — | $6.1M | 3.2% | |
| FIAM TARGET DATE 2050 S FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $6.1M | 3.2% | |
| Fidelity Freedom Blend 2015 Commingled S | — | — | — | $6.0M | 3.1% | |
| FIAM TARGET DATE 2015 S FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $6.0M | 3.1% | |
| Fidelity US Bond Index | — | — | — | $4.8M | 2.5% | |
| Vanguard Total Intl Stock Index Instl | — | — | — | $4.5M | 2.3% | |
| Fidelity Extended Market Index | — | — | — | $4.4M | 2.3% | |
| Fidelity Freedom Blend 2055 Commingled S | — | — | — | $4.4M | 2.3% | |
| FIAM TARGET DATE 2055 S FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $4.4M | 2.3% | |
| 9.50% with various due dates -0- | — | — | — | $4.3M | 2.2% | |
| Dodge & Cox Dodge & Cox Stock Fund | — | — | — | $3.9M | 2.0% | |
| Neuberger Berman Neuberger Berman Genesis Fund Class R6 | — | — | — | $2.9M | 1.5% | |
| Fidelity Freedom Blend 2060 Commingled S | — | — | — | $2.6M | 1.3% | |
| FIAM TARGET DATE 2060 S FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $2.6M | 1.3% | |
| Dodge & Cox Dodge & Cox Income X | — | — | — | $1.9M | 1.0% | |
| Fidelity Freedom Blend 2010 Commingled S | — | — | — | $1.6M | 0.9% | |
| FIAM TARGET DATE 2010 S FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 076 | Common Collective Trust | — | — | $1.6M | 0.9% | |
| Fidelity Freedom Blend 2065 Commingled S | — | — | — | $1.6M | 0.8% | |
| FIAM TARGET DATE 2065 S FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $1.6M | 0.8% | |
| Fidelity Diversified International K | — | — | — | $1.3M | 0.7% | |
| Fidelity Freedom Blend Income Commingled S | — | — | — | $1.1M | 0.6% | |
| FIAM TARGET DATE INCOME S FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $1.1M | 0.6% | |
| Repayments are Contributions Not Corrected Outside Pending VFCP and included) X Corrected VFCP Correction in VFCP PTE 2002-51 * 275,782 - | — | — | — | $276K | 0.1% | |
| FIAM TARGET DATE 2005 S FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 075 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Similar-size Manufacturing plans
HUSQVARNA CONSUMER OUTDOOR PRODUCTS N.A., INC.
HUSQVARNA RETIREMENT SAVINGS 401(K) PLAN
$193.7M · 2,135 participants
OPEX CORPORATION
OPEX CORPORATION 401K PROFIT SHARING PLAN
$194.2M · 1,418 participants
WILSON SPORTING GOODS CO.
AMER SPORTS U.S. 401(K) PLAN
$195.5M · 2,313 participants
TRUSTEES OF DIST. NO. 9 INT'L ASSOC OF MACHINISTS WELFARE TRUST
DISTRICT NO. 9, INTERNATIONAL ASSOCIATION OF MACHINSTS AND AEROSPACE WORKERS WELFARE TRUST
$189.4M · 3,690 participants
R.S. HUGHES COMPANY, INC.
R.S. HUGHES COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$197.7M · 502 participants
PACKAGING COORDINATORS INC.
PACKAGING COORDINATORS, INC. 401(K) SAVINGS PLAN
$188.1M · 4,091 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants