Plan Snapshot
- Plan Sponsor: Ataraxis, INC.
- Sponsor EIN: 264786697
- Sponsor Address: 600 NORTH CURTIS ROAD, BOISE, ID, 83706
- Plan Type: 401(k)
- Total Participants: 1,671
- Total Assets: $34.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 1,671 | $34.3M | $2.1M | $5.1M |
| 2022 | 1,784 | $24.3M | $1.3M | $3.9M |
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 |
|---|---|---|---|---|
| JASON F. CLAUSEN P.C. | Auditor | $90,882 | — | $90,882 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $90,882
- Estimated Expense Ratio: 0.265% 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 |
|---|---|---|---|---|---|
| 2023 | $439,235 | $138,588 | $178,748 | $90,882 | — |
| 2022 | $357,961 | $158,272 | $199,689 | — | — |