Plan Ledger DOL Form 5500 · updated monthly

A Pineywoods Home Medical Equipment, Inc.401(k)

A PINEYWOODS 401(K) PLAN · LUFKIN, TX · plan year 2022

Reported admin expense ratio · 2022
0.35%

A Pineywoods Home Medical Equipment, Inc. reported $650 in plan administrative expenses for 2022: 0.35% of average plan assets, lower than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (5,607th of 5,688), and 11,705th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$165,027
Participants with balances25
Active participants92
Employer contributions—
Employee contributions$59,646
Employer contribution per active participant—
Average account balance$6,601
Benefits paid to participants$70,009
Plan auditUnmodified (clean) audit opinion
AuditorAXLEY AND RODE
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$650
Total administrative$650
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$650 · 0.35%
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Tlc Kids Center Inc TX$226K · 2.46%
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Csl Azle 2016 LLC TX$151K · 10.57%
Hamptons 2016 LLC TX$149K · 11.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752755928 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.