# Curana Health LLC DC Plan
Source: https://planprovider.pro/companies/curana-health-llc-plan

> Curana Health LLC's DC plan: 1,556 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/aprio-llp) — 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|—|—|

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