Plan Ledger DOL Form 5500 · updated monthly

Home Medical Equipment Specialists, LLC401(k)

HME SPECIALISTS 401(K) PLAN · ALBUQUERQUE, NM · plan year 2022

Reported admin expense ratio · 2022
0.22%

Home Medical Equipment Specialists, LLC reported $2,460 in plan administrative expenses for 2022: 0.22% of average plan assets, below the peer median. 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New Mexico (265th of 290), and 10,795th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$1,129,356
Participants with balances71
Active participants413
Employer contributions—
Employee contributions$207,014
Employer contribution per active participant—
Average account balance$15,906
Benefits paid to participants$40,741
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Investment management$2,460
Total administrative$2,460
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$2,460 · 0.22%
Same employer
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Santa Fe Recovery Center NM$1.6M · 1.68%
Help - New Mexico, Inc. NM$1.5M · 0.09%
Inteli-Care, LLC NM$997K · 1.27%
Sierra Health Care Center NM$734K · 1.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 850480301 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.