Form 5500 Search

HPM PARTNERS

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
25
Active participants
8,266
Total plan assets
$812.6M
Filings (rows)
25
Direct comp
$938K
Indirect comp
$0

SERVICES PROVIDED

Other18
Advisor / Consultant7

Top plans served

All 25 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
SURGERY PARTNERS, INC.
NATIONAL SURGICAL HOSPITALS 401(K) PLAN
BRENTWOOD, TN
Other
IVESTMENT MANAGER
2,467$114.3M$42K
ISMIE MUTUAL INSURANCE COMPANY
ISMIE MUTUAL INSURANCE COMPANY 401(K) PLAN
CHICAGO, IL
Other
NONE
194$111.8M$73K
ISMIE MUTUAL INSURANCE COMPANY
ISMIE MUTUAL INSURANCE COMPANY 401(K) PLAN
CHICAGO, IL
Other
NONE
201$100.2M$76K
OPTIM ORTHOPEDICS, LLC
OPTIM ORTHOPEDICS, LLC 401(K) PROFIT SHARING PLAN
SAVANNAH, GA
Other
INVESTMENT/FINANCIAL ADVI
238$46.3M$9K
HUTSON INC.
HUTSON INC. 401(K) PROFIT SHARING PLAN
MURRAY, KY
Other
INVESTMENT/FINANCIAL ADVI
731$42.1M$87K
OPTIM ORTHOPEDICS, LLC
OPTIM ORTHOPEDICS, LLC 401(K) PROFIT SHARING PLAN
SAVANNAH, GA
Other
INVESTMENT/FINANCIAL ADVI
203$39.7M$9K
HUTSON INC.
HUTSON INC. 401(K) PROFIT SHARING PLAN
MURRAY, KY
Other
INVESTMENT/FINANCIAL ADVI
832$35.5M$15K
OPTIM ORTHOPEDICS, LLC
OPTIM ORTHOPEDICS, LLC 401(K) PROFIT SHARING PLAN
SAVANNAH, GA
Other
INVESTMENT/FINANCIAL ADVI
203$32.9M$9K
ATLAS MACHINE & SUPPLY INC.
ATLAS 401(K) PROFIT SHARING AND RETIREMENT PLAN
LOUISVILLE, KY
Other
INVESTMENT/FINANCIAL ADVI
268$27.4M$63K
THE PIPE LINE DEVELOPMENT COMPANY
THE PIPE LINE DEVELOPMENT COMPANY EMPLOYEES' 401(K) PROFIT SHARING PLAN & TRUST
STRONGSVILLE, OH
Advisor / Consultant
INVESTMENT ADVISOR
107$26.5M$28K
ATLAS MACHINE & SUPPLY INC.
ATLAS 401(K) PROFIT SHARING AND RETIREMENT PLAN
LOUISVILLE, KY
Other
INVESTMENT/FINANCIAL ADVI
242$24.0M$27K
MB REAL ESTATE SERVICES INC.
MB REAL ESTATE SERVICES 401(K) PLAN
CHICAGO, IL
Advisor / Consultant
ADVISOR
126$22.8M$78K
THE PIPE LINE DEVELOPMENT COMPANY
THE PIPE LINE DEVELOPMENT COMPANY EMPLOYEES' 401(K) PROFIT SHARING PLAN & TRUST
STRONGSVILLE, OH
Advisor / Consultant
INVESTMENT ADVISOR
106$22.2M
GOLDEN EMPIRE MORTGAGE, INC.
GEM 401(K) PLAN
BAKERSFIELD, CA
Other
INVESTMENT/FINANCIAL ADVI
413$21.2M$69K
THE PIPE LINE DEVELOPMENT COMPANY
THE PIPE LINE DEVELOPMENT COMPANY EMPLOYEES' 401(K) PROFIT SHARING PLAN & TRUST
STRONGSVILLE, OH
Advisor / Consultant
INVESTMENT ADVISOR
98$18.0M$24K
MICHIANA HEMATOLOGY ONCOLOGY
MICHIANA HEMATOLOGY ONCOLOGY 401(K) PLAN
MISHAWAKA, IN
Other
INVESTMENT/FINANCIAL ADVI
113$17.9M$46K
MILFORD CONSULTANTS, LTD.
MILFORD CONSULTANTS, LTD. DEFINED CONTRIBUTION RETIREMENT PLAN
NEW YORK, NY
Advisor / Consultant
ADVISOR
91$17.5M$22K
MICHIANA HEMATOLOGY ONCOLOGY
MICHIANA HEMATOLOGY ONCOLOGY 401(K) PLAN
MISHAWAKA, IN
Other
INVESTMENT/FINANCIAL ADVI
128$17.0M$40K
MICHIANA HEMATOLOGY ONCOLOGY
MICHIANA HEMATOLOGY ONCOLOGY 401(K) PLAN
MISHAWAKA, IN
Other
INVESTMENT/FINANCIAL ADVI
173$15.1M$45K
CION INVESTMENT GROUP LLC
CION 401(K) SAVINGS PLAN
NEW YORK, NY
Advisor / Consultant
ADVISOR
81$13.4M$51K
MCKINNEY VEHICLE SERVICES, INC.
MCKINNEY VEHICLE SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRU
BREA, CA
Other
INVESTMENT/FINANCIAL ADVI
284$13.1M$36K
ALBANESE CONFECTIONERY
ALBANESE CONFECTIONERY 401(K) PLAN
MERRILLVILLE, IN
Other
INVESTMENT/FINANCIAL ADVI
525$12.0M$14K
CION INVESTMENT GROUP LLC
CION 401(K) SAVINGS PLAN
NEW YORK, NY
Advisor / Consultant
ADVISOR
82$11.0M$50K
SANISURE LLC
SANISURE LLC 401(K) PROFIT SHARING PLAN
CAMARILLO, CA
Other
INVESTMENT/FINANCIAL ADVI
244$7.6M$8K
L KANG INC
L KANG INC 401(K)
HONOLULU, HI
Other
INVESTMENT/FINANCIAL ADVI
116$3.0M$20K
HPM PARTNERS — Form 5500 Service Provider Profile | Form 5500 Search