# Handi Medical Supply, INC. 401(k) Plan
Source: https://planprovider.pro/companies/handi-medical-supply-inc-401k-plan

> Handi Medical Supply, INC.'s 401(k) plan: 130 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Handi Medical Supply, INC.

- **Sponsor EIN:** 411668164

- **Sponsor Address:** 2505 UNIVERSITY AVENUE WEST, ST. PAUL, MN, 55114

- **Plan Type:** 401(k)

- **Total Participants:** 130

- **Total Assets:** $6.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|130|$6.0M|$124,733|$507,629|

| 2023|129|$5.1M|$68,098|$458,844|

| 2022|122|$5.1M|$57,792|$419,536|

## 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|

| MHS ADVISORY SERVICES LLC DBA|INVESTMENT ADVISOR|$19,603|—|$19,603|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$14,873|—|$14,873|

| TSC 401K|CONTRACT ADMIN|$10,595|—|$10,595|

| COPELAND BUHL & COMPANY PLLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $45,071

- **Estimated Expense Ratio:** 0.748% of plan assets

### 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|$43,283|$5,680|—|—|—|

| 2023|$34,573|$340|—|—|—|

| 2022|$37,081|$37,081|—|—|—|

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