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Original filing (PDF)20251014095522NAL0005318578002
DME EXPRESS, LLC
Form 5500
FILING_RECEIVED
DME EXPRESS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
327
Accounts w/ balance
211
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
How this plan invests
This plan
14 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Vendor stack
100
Participation health
80
Knocking points off
- 65% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (12 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DME EXPRESS, LLC.
Plan sponsor
Name
DME EXPRESS, LLC
EIN
20-4362767
Address
4500 S. GARNETT RD., SUITE 230 · TULSA, OK · 74146
Phone
(918) 264-4998
Industry
Real Estatesee 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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CURZON, CUMBEY & KUNKEL, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $450 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | 35-2552359 | — | RIA | $925 | — |
Investments
13 direct securities· $970K(87% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JHBR 2035 Mutual Fund N/A | — | — | — | $202K | 18.0% | |
| JHBR 2060 Mutual Fund N/A | — | — | — | $189K | 16.9% | |
| JHBR 2045 Mutual Fund N/A | — | — | — | $174K | 15.5% | |
| JHBR 2040 Mutual Fund N/A | — | — | — | $155K | 13.8% | |
| JHBR 2055 Mutual Fund N/A | — | — | — | $135K | 12.1% | |
| JHBR 2065 Mutual Fund N/A | — | — | — | $55K | 4.9% | |
| JHBR 2030 Mutual Fund N/A | — | — | — | $34K | 3.0% | |
| PUT EIF Mutual Fund N/A 6 TC LCVIF Mutual Fund N/A 218 FID IIF Mutual Fund N/A 277 IDX 500 Mutual Fund N/A | — | — | — | $8K | 0.7% | |
| IDX TOTAL Mutual Fund N/A | — | — | — | $6K | 0.5% | |
| SMCP VA IN Mutual Fund N/A 96 SMCP GR IN Mutual Fund N/A 92 MC GW ETF Mutual Fund N/A 27 GRTH INDX Mutual Fund N/A | — | — | — | $4K | 0.3% | |
| BR 2050 Mutual Fund N/A 74 * JH STBL 6 Mutual Fund N/A 86 VAN TIBIF Mutual Fund N/A 1 VAN TBMIF Mutual Fund N/A | — | — | — | $4K | 0.3% | |
| VAN ITBIF Mutual Fund N/A 14 FID TOTAL Mutual Fund N/A 22 BR INFLAT Mutual Fund N/A 9 VAN LT GBI Mutual Fund N/A 23 VAN BIF Mutual Fund N/A 48 VAN WS ETF Mutual Fund N/A 405 VAN TISIF Mutual Fund N/A | — | — | — | $3K | 0.2% | |
| Investments VG 2030 Mutual Fund N/A 132 VG 2040 Mutual Fund N/A 246 VG 2065 Mutual Fund N/A 181 * JHBR 2025 Mutual Fund N/A | — | — | — | $2K | 0.2% |
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