Assets by plan
Share of aggregate retirement assets
Filings through .
HM Properties Investments, LLC
EIN 20-5447482Real Estate and Rental and LeasingLatest filing 2025
Plans
3
Retirement
3
$2.8M assets
Health & Benefits
0
Participants
28
6857 FAIRVIEW ROAD - CHARLOTTE, NC 28210704-552-9292
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $2.8M assets / 28 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
HM PROPERTIES INVESTMENTS, LLC DEFINED BENEFIT PLAN
Traditional DB
Assets$2.3M
Participants8
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
HM PROPERTIES INVESTMENTS, LLC PROFIT SHARING PLAN II
401(k)
Assets$334K
Participants13
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
HM PROPERTIES INVESTMENTS, LLC PROFIT SHARING PLAN I
Profit-sharing
Assets$155K
Participants7
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | HM PROPERTIES INVESTMENTS, LLC DEFINED BENEFIT PLAN | Traditional DB | $2.3M | 8 | 2024 |
| #003 | HM PROPERTIES INVESTMENTS, LLC PROFIT SHARING PLAN II | 401(k) | $334K | 13 | 2025 |
| #002 | HM PROPERTIES INVESTMENTS, LLC PROFIT SHARING PLAN I | Profit-sharing | $155K | 7 | 2024 |
- #001 · Traditional DB · 20248
- #003 · 401(k) · 202513
- #002 · Profit-sharing · 20247
Retirement plans