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  2. HM&M Advisory, LLC

Filings through Oct 24, 2026.

HM&M Advisory, LLC

EIN 75-2409112-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$19.0M assets
Health & Benefits
0
Participants
140
5005 LBJ FREEWAY, STE. 1200 - DALLAS, TX 75244972-404-1010
Plans on this EIN
1 filing
#001401(k)-$19.0M - 140 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

HUSELTON, MORGAN & MAULTSBY, PC RETIREMENT PLAN & TRUST

401(k)

Assets$19.0M
Participants140
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001HUSELTON, MORGAN & MAULTSBY, PC RETIREMENT PLAN & TRUST401(k)$19.0M1402025
  • HUSELTON, MORGAN & MAULTSBY, PC RETIREMENT PLAN & TRUST$19.0M
    #001 · 401(k) · 2025140
Retirement plans
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