Plan Snapshot
- Plan Sponsor: Dme Express, LLC
- Sponsor EIN: 204362767
- Sponsor Address: 4500 S. GARNETT RD., SUITE 230, TULSA, OK, 74146
- Plan Type: 401(k)
- Total Participants: 327
- Total Assets: $1.1M
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 | 327 | $1.1M | $0 | $317,290 |
| 2023 | 435 | $974,587 | $34,687 | $207,789 |
| 2022 | 382 | $704,382 | $0 | $282,369 |
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 |
|---|---|---|---|---|
| CURZON, CUMBEY & KUNKEL, PLLC | Auditor | — | — | $0 |
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 | $1,391 | $925 | — | — | — |
| 2023 | $15,647 | — | $15,647 | — | — |
| 2022 | $21,730 | — | — | — | $21,730 |