Plan Snapshot
- Plan Sponsor: Abc Home Medical Supply, INC
- Sponsor EIN: 510443844
- Sponsor Address: 1660 ST LUCIE W BLVD, PORT ST. LUCIE, FL, 34986
- Plan Type: 401(k)
- Total Participants: 242
- Total Assets: $6.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 242 | $6.1M | $349,870 | $588,450 |
| 2023 | 204 | $4.7M | $310,738 | $534,736 |
| 2022 | 207 | $3.3M | $276,607 | $486,023 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WEAVER & TIDWELL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER & TIDWELL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $22,482 | — | $22,482 | — | — |
| 2023 | $15,361 | — | $15,361 | — | — |
| 2022 | $15,670 | — | $15,670 | — | — |