# Us Med-Equip, LLC 401(k) Plan
Source: https://planprovider.pro/companies/us-med-equip-inc-401k-plan

> Us Med-Equip, LLC's 401(k) plan: 663 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Us Med-Equip, LLC

- **Sponsor EIN:** 200084897

- **Sponsor Address:** 4920 WESTWAY PARK BLVD, HOUSTON, TX, 70417

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

- **Total Participants:** 663

- **Total Assets:** $17.8M

## 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|663|$17.8M|$712,184|$2.4M|

| 2023|684|$15.7M|$615,823|$2.3M|

| 2022|693|$12.3M|$372,585|$1.9M|

## 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|

| RAYMOND JAMES AND ASSOCIATES INC.|SERVICE PROVIDER|$76,266|—|$76,266|

| NOVA 401(K) ASSOCIATES|THIRD PARTY ADMINISTRATOR|—|$14,724|$14,724|

| RYAN + MANN LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RAYMOND JAMES AND ASSOCIATES INC.](https://planprovider.pro/provider/john-hancock) — SERVICE PROVIDER

- [RYAN + MANN LLC](https://planprovider.pro/provider/ryan-mann-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $90,990

- **Estimated Expense Ratio:** 0.510% 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|$197,585|$76,266|$117,594|—|—|

| 2023|$186,263|—|$186,263|—|—|

| 2022|$81,006|—|$81,006|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/us-med-equip-inc-401k-plan)

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