Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HM PROPERTIES INVESTMENTS, LLC
EIN 20-5447482Real Estate and Rental and LeasingLatest filing 2024
Plans
3
Retirement
3
$2.7M assets
Welfare
0
Participants
27
6857 FAIRVIEW ROAD - CHARLOTTE, NC 28210704-552-9292
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $2.7M assets / 27 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HM PROPERTIES INVESTMENTS, LLC DEFINED BENEFIT PLAN
TraditionalDB
Assets$2.3M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
HM PROPERTIES INVESTMENTS, LLC PROFIT SHARING PLAN II
401k
Assets$193K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HM PROPERTIES INVESTMENTS, LLC PROFIT SHARING PLAN I
ProfitSharing
Assets$155K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HM PROPERTIES INVESTMENTS, LLC DEFINED BENEFIT PLAN | TraditionalDB | $2.3M | 8 | 2024 | |
| 003 | HM PROPERTIES INVESTMENTS, LLC PROFIT SHARING PLAN II | 401k | $193K | 12 | 2024 | |
| 002 | HM PROPERTIES INVESTMENTS, LLC PROFIT SHARING PLAN I | ProfitSharing | $155K | 7 | 2024 |
Retirement plans