Plan Snapshot
- Plan Sponsor: Currax Pharmaceuticals LLC
- Sponsor EIN: 833588974
- Sponsor Address: 155 FRANKLIN RD., BRENTWOOD, TN, 37027
- Plan Type: 401(k)
- Total Participants: 149
- Total Assets: $15.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 149 | $15.4M | $1.0M | $2.3M |
| 2023 | 136 | $10.9M | $967,180 | $1.9M |
| 2022 | 126 | $7.3M | $817,631 | $1.5M |
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 |
|---|---|---|---|---|
| MMA SECURITIES | Investment Advisor | $38,979 | — | $38,979 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $26,771 | — | $26,771 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MMA SECURITIES — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,750
- Estimated Expense Ratio: 0.426% 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 | $69,127 | $42,356 | — | — | — |
| 2023 | $48,242 | $30,808 | — | — | — |
| 2022 | $45,271 | $838 | — | — | — |