Ashley Higgins signed MHM Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MHM Services, Inc.'s EIN is 82-5316510.
Download the official 2024 Form 5500 (PDF) for MHM Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MHM Services, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $86K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| APRIO, LLP | 57-1157523 | — | AUDITOR | $29K | — |
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 | |||||
|---|---|---|---|---|---|---|
| JPMORGAN SMARETD PSSV BLND 2030 CF JPMORGAN · EIN 26-1165198 / PN 001 | Common Collective Trust | — | — | $18.9M | 10.0% | |
| JPMORGAN SMARETD PSSV BLND 2035 CF JPMORGAN · EIN 26-1165348 / PN 001 | Common Collective Trust | — | — | $17.5M | 9.3% | |
| Vanguard 500 Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $15.1M | 8.0% | |
| JPMORGAN SMARETD PSSV BLND 2040 CF JPMORGAN · EIN 26-1165392 / PN 001 | Common Collective Trust | — | — | $14.9M | 7.9% | |
| JPMORGAN SMARETD PSSV BLND 2025 CF JPMORGAN · EIN 26-1165154 / PN 001 | Common Collective Trust | — | — | $13.4M | 7.1% | |
| JPMORGAN SMARETD PSSV BLND 2045 CF JPMORGAN · EIN 26-1165449 / PN 001 | Common Collective Trust | — | — | $12.8M | 6.8% | |
| JPMORGAN SMARETD PSSV BLND 2050 CF JPMORGAN · EIN 26-1165477 / PN 001 | Common Collective Trust | — | — | $12.0M | 6.3% | |
| JPMORGAN SMARETD PSSV BLND 2055 CF JPMORGAN · EIN 45-5590883 / PN 001 | Common Collective Trust | — | — | $9.1M | 4.8% | |
| LG CAP GR III I1 WILMINGTON TRUST · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $9.1M | 4.8% | |
| JPMORGAN SMARETD PSSV BLND 2020 CF JPMORGAN · EIN 26-1165037 / PN 001 | Common Collective Trust | — | — | $8.8M | 4.7% | |
| Stable Pooled Fund Collective Trust Fund NR | Common Collective Trusts | — | — | $7.5M | 3.9% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $7.5M | 3.9% | |
| LARGE CAP VALUE III I1 GREAT GRAY · EIN 38-7289865 / PN 001 | Common Collective Trust | — | — | $6.5M | 3.4% | |
| Vanguard Small Cap Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $3.9M | 2.0% | |
| Wellington International Equity Class I1 Collective Trust Fund NR | Common Collective Trusts | — | — | $3.6M | 1.9% | |
| INTL EQ CLASS I1 WELLINGTON · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $3.6M | 1.9% | |
| T. Rowe Price New Horizons Fund Mutual Fund NR | Other securities | — | — | $3.6M | 1.9% | |
| Vanguard Total Bond Market Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $3.5M | 1.9% | |
| Various, bearing interest * Participant loans between 4.25% and 9.50% - | Bonds / Notes | — | — | $3.4M | 1.8% | |
| MID CAP GR FUND CLASS I1 WILMINGTON TRUST · EIN 34-4126247 / PN 549 | Common Collective Trust | — | — | $3.3M | 1.8% | |
| Vanguard Total International Stock Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $3.0M | 1.6% | |
| Vanguard Mid Cap Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $2.9M | 1.5% | |
| JPMORGAN SMARETD PSSV BLND INC CF JPMORGAN · EIN 26-1164871 / PN 001 | Common Collective Trust | — | — | $2.8M | 1.5% | |
| JPMorgan SmartRetirement Passive Blend Income Fund Collective Trust Fund NR | Common Collective Trusts | — | — | $2.8M | 1.5% | |
| CORE PLUS BD I1 WILMINGTON TRUST · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $2.8M | 1.5% | |
| Calvert U.S. Large Cap Core Responsible Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $2.7M | 1.4% | |
| MID CAP VAL CLASS I1 WILMINGTON TRUST · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $1.6M | 0.9% | |
| Columbia Small Cap Value Fund Mutual Fund NR | Other securities | — | — | $1.4M | 0.7% | |
| American Funds New World Fund Mutual Fund NR | Mutual Funds | — | — | $1.3M | 0.7% | |
| JPMORGAN SMARETD PSSV BLND 2060 CF JPMORGAN · EIN 81-3239155 / PN 001 | Common Collective Trust | — | — | $1.0M | 0.5% | |
| BlackRock High Yield Bond Fund Mutual Fund NR | Other securities | — | — | $979K | 0.5% | |
| Columbia Strategic Income Fund Mutual Fund NR | Other securities | — | — | $958K | 0.5% | |
| AB Global Bond Mutual Fund NR | Other securities | — | — | $486K | 0.3% | |
| Cash Reserve Account Cash and Cash Equivalents NR | Cash / Money Market | — | — | $117K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES | 35-2552359 | — | INVESTMENT ADVIOSRY | $64K | — |
