HM&M Group, LLC
Employee benefit plan audit practice profile, built from plan year 2024 Form 5500 filings.
Last updated · Source data: plan year 2024 Form 5500 filings
How many 401(k) plans does HM&M Group, LLC audit?
HM&M Group, LLC was the independent auditor for 49 retirement plan filings (51 audited filings including welfare plans) in plan year 2024, with clients in 6 states and territories — the #216 practice nationally by volume.
Practice at a glance
| Measure | Value |
|---|---|
| Firm EIN (as filed) | 75-2409112 |
| Retirement plan audits (401(k), 403(b), pension) | 49 |
| All audited filings (incl. welfare plans) | 51 |
| States and territories with clients | 6 |
| National rank by retirement plan volume | #216 of 3,956 |
| National rank, all audited filings (league-table basis) | #221 of 4,052 |
| Average client size (participants) | 544 |
| Largest client (participants) | 5,766 |
Rankings derived from U.S. Department of Labor Form 5500 filings, plan year 2024. Read the full methodology.
Where does HM&M Group, LLC audit plans?
| State | Plans audited | Share of practice |
|---|---|---|
| Texas | 42 | 85.7% |
| California | 3 | 6.1% |
| Arkansas | 1 | 2.0% |
| Michigan | 1 | 2.0% |
| New York | 1 | 2.0% |
| Oklahoma | 1 | 2.0% |
Largest concentration: Texas (42 plans). State reflects the plan sponsor’s address, not the firm’s office locations.
What audit opinions does HM&M Group, LLC issue?
| Opinion type | Filings | Share |
|---|---|---|
| Unmodified (clean) | 48 | 98.0% |
| Qualified | 0 | 0.0% |
| Disclaimer | 1 | 2.0% |
| Adverse | 0 | 0.0% |
As coded on Schedule H. A disclaimer here usually reflects the legacy limited-scope reporting convention (now the ERISA Section 103(a)(3)(C) election), not a failed audit — see the methodology.
Largest plans audited by HM&M Group, LLC
| Plan sponsor | State | Participants |
|---|---|---|
| Crash Champions, LLC | TX | 5,766 |
| Katzen Medical Associates, P.C. | TX | 2,312 |
| Page Southerland Page, Inc | TX | 1,972 |
| Page Southerland Page, Inc. | TX | 1,471 |
| Foursquare Healthcare LTD. | TX | 1,137 |
About this profile
This page is generated from public U.S. Department of Labor Form 5500 filings in which HM&M Group, LLC (EIN 75-2409112) is named as the plan’s independent qualified public accountant. HM&M Group, LLC did not supply, review, or endorse this information, and inclusion is not a recommendation. Filing data can contain sponsor-entered errors; corrections are welcome via the about page.