Plan Snapshot
- Plan Sponsor: Curana Health LLC
- Sponsor EIN: 874701840
- Sponsor Address: 8911 N CAPITAL OF TEXAS HWY, AUSTIN, TX, 78759
- Plan Type: DC
- Total Participants: 1,556
- Total Assets: $54.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,556 | $54.2M | $3.5M | $7.5M |
| 2023 | 1,169 | $35.7M | $2.3M | $4.8M |
| 2022 | 735 | $13.4M | $780,126 | $1.9M |
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 |
|---|---|---|---|---|
| NEWPORT GROUP, INC. | RECORDKEEPER | $20,357 | — | $20,357 |
| APRIO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- APRIO — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,357
- Estimated Expense Ratio: 0.038% 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 |
|---|---|---|---|---|---|
| 2024 | $20,357 | — | $360 | — | — |
| 2023 | $14,142 | — | $4,586 | — | — |
| 2022 | $32,009 | — | $32,009 | — | — |