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Original filing (PDF)20251008103018NAL0003195827001
US MED-EQUIP, LLC
Form 5500
FILING_RECEIVED
US MED-EQUIP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
663
Accounts w/ balance
797
Plan assets (EOY)
$17.8M
Net assets (EOY)
$17.8M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 43 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for US MED-EQUIP, LLC.
Plan sponsor
Name
US MED-EQUIP, LLC
EIN
20-0084897
Address
4920 WESTWAY PARK BLVD · HOUSTON, TX · 70417
Phone
(713) 983-8860
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
RYAN + MANN LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | — | HOUSTON, TX | THIRD PARTY ADMINISTRATOR | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES AND ASSOCIATES INC. | 59-1237041 | — | SERVICE PROVIDER | $76K | — |
Investments
32 direct securities · 1 pooled fund· $35.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$17.8M
32 holdings
Pooled Separate Account
$17.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $17.7M | 99.0% | |
| Voya Life Ins and Annuity Co Mywayret Global Bond Fd R ** 748 * Voya Life Ins and Annuity Co Mywayret Index 2030 Fd R | — | — | — | $2.8M | 15.8% | |
| Voya Life Ins and Annuity Co Mywayret Index 2035 Fd R | — | — | — | $2.5M | 14.0% | |
| Voya Life Ins and Annuity Co Mywayret Index 2040 Fd R | — | — | — | $2.2M | 12.1% | |
| Voya Life Ins and Annuity Co Mywayret Index 2050 Fd R | — | — | — | $1.7M | 9.7% | |
| Voya Life Ins and Annuity Co Mywayret Index 2045 Fd R | — | — | — | $1.7M | 9.5% | |
| Voya Life Ins and Annuity Co Mywayret Index Ret Fd R | — | — | — | $1.5M | 8.4% | |
| Voya Life Ins and Annuity Co Blkrck Equity Index Fund 1 | — | — | — | $1.1M | 5.9% | |
| Voya Life Ins and Annuity Co Mywayret Index 2055 Fd R | — | — | — | $1.0M | 5.9% | |
| Voya Life Ins and Annuity Co Mywayret Index 2060 Fd R | — | — | — | $718K | 4.0% | |
| Voya Life Ins and Annuity Co Mywayret Lg Cp Growth Fd R | — | — | — | $303K | 1.7% | |
| Voya Life Ins and Annuity Co Blkrck Md Cp Equity Ind Fd 1 | — | — | — | $283K | 1.6% | |
| Voya Life Ins and Annuity Co Mywayret Index 2065 Fd R | — | — | — | $273K | 1.5% | |
| Voya Life Ins and Annuity Co Blkrck Russ 2000 Ind Fd R | — | — | — | $206K | 1.2% | |
| Voya Life Ins and Annuity Co Mywayret Lg Cp Value Fd R | — | — | — | $193K | 1.1% | |
| Voya Life Ins and Annuity Co Mywayret Sm Cp Growth Fd R | — | — | — | $183K | 1.0% | |
| Party in Identity of issuer, borrower, maturity date, rate of interest, collateral, interest lessor, or similar party par or maturity value Cost Current value * Voya Life Ins and Annuity Co Blkrck Eafe Equity Index Fnd R | — | — | — | $165K | 0.9% | |
| Voya Life Ins and Annuity Co Voya Fixed Account (4450) | — | — | — | $161K | 0.9% | |
| Voya Life Ins and Annuity Co Voya Gv Mny Mkt F A (Hld Acct) | — | — | — | $112K | 0.6% | |
| Voya Life Ins and Annuity Co Mywayret Intl Growth Fd R | — | — | — | $105K | 0.6% | |
| Voya Life Ins and Annuity Co Mywayret Emerging Mkts Fd R | — | — | — | $102K | 0.6% | |
| Voya Life Ins and Annuity Co Mywayret Intl Value Fd R | — | — | — | $97K | 0.5% | |
| Voya Life Ins and Annuity Co Mywayret Sm Cp Value Fd R | — | — | — | $83K | 0.5% | |
| Voya Life Ins and Annuity Co Mywayret Md Cp Growth Fd R | — | — | — | $77K | 0.4% | |
| Voya Life Ins and Annuity Co Mywayret Balanced Fd R | — | — | — | $71K | 0.4% | |
| Voya Life Ins and Annuity Co Mywayret Core Bond Fd R | — | — | — | $64K | 0.4% | |
| Voya Life Ins and Annuity Co Blkrck Us Tips Index Fd 1 | — | — | — | $37K | 0.2% | |
| Voya Life Ins and Annuity Co Blkrck Us Debt Index Fund 1 | — | — | — | $37K | 0.2% | |
| Voya Life Ins and Annuity Co Mywayret Md Cp Value Fd R | — | — | — | $29K | 0.2% | |
| Voya Life Ins and Annuity Co Mywayret Real Estate Fd R | — | — | — | $20K | 0.1% | |
| maturing June 2025 through August 2027 -- | — | — | — | $20K | 0.1% | |
| Voya Life Ins and Annuity Co Mywayret Multisector Bd Fd R | — | — | — | $17K | <0.1% | |
| Voya Life Ins and Annuity Co Mywayret Commodities Fd R | — | — | — | $17K | <0.1% |
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