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Original filing (PDF)20251014083000NAL0001125075001
MHM SERVICES, INC.
Form 5500
FILING_RECEIVED
CENTURION 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
8,779
Accounts w/ balance
5,110
Plan assets (EOY)
$188.9M
Net assets (EOY)
$188.9M
How this plan invests
This plan
17 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Participation health
80
Knocking points off
- 58% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MHM SERVICES, INC..
Plan sponsor
Name
MHM SERVICES, INC.
EIN
82-5316510
Address
1593 SPRING HILL ROAD · SUITE 610 · VIENNA, VA · 22182
Phone
(703) 749-4600
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
APRIO, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $86K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| APRIO, LLP | 57-1157523 | — | AUDITOR | $29K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES | 35-2552359 | — | INVESTMENT ADVIOSRY | $64K | — |
Investments
17 direct securities · 17 pooled funds· $202.8M(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.
Common Collective Trust
$145.7M
17 holdings
Uncategorized
$57.1M
17 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $3.9M | 2.0% | |
| Wellington International Equity Class I1 Collective Trust Fund NR | — | — | — | $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 | — | — | — | $3.6M | 1.9% | |
| Vanguard Total Bond Market Index Fund Mutual Fund NR | — | — | — | $3.5M | 1.9% | |
| Various, bearing interest * Participant loans between 4.25% and 9.50% - | — | — | — | $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 | — | — | — | $3.0M | 1.6% | |
| Vanguard Mid Cap Index Fund Mutual Fund NR | — | — | — | $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 | — | — | — | $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 | — | — | — | $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 | — | — | — | $1.4M | 0.7% | |
| American Funds New World Fund Mutual Fund NR | — | — | — | $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 | — | — | — | $979K | 0.5% | |
| Columbia Strategic Income Fund Mutual Fund NR | — | — | — | $958K | 0.5% | |
| AB Global Bond Mutual Fund NR | — | — | — | $486K | 0.3% | |
| Cash Reserve Account Cash and Cash Equivalents NR | — | — | — | $117K | <0.1% |
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