Plan Ledger DOL Form 5500 · updated monthly

Curana Health LLC401(k)

CURANA HEALTH LLC 401(K) PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.05%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Curana Health LLC reported $20,357 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,244 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.32% to 0.05%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 997th-largest of 5,688 plans among Texas employers on file, and the 285th of 2,534 in administrative & support services. In 2024, employees put in $2.15 for every $1.00 the employer contributed; active participation has grown from 735 to 1,556 since 2022.

Plan summary
Net assets, end of year$54,201,568
Participants with balances1,043
Active participants1,556
Employer contributions$3,491,800
Employee contributions$7,500,426
Employer contribution per active participant$2,244
Average account balance$51,967
Benefits paid to participants$3,731,818
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO
Plan history3
Yearassets · accounts · employer contribution
2024$54.2M · 1,043 accts · $3.5M emplr
2023$35.7M · 773 accts · $2.3M emplr
2022$13.4M · 517 accts · $780K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,357
Total administrative$20,357
The Curana Health LLC 401(k) match · 2024
Employer contribution per active participant$2,244
Median for plans this size$2,416
2024$2,244 per active participant
2023$1,986 per active participant
2022$1,061 per active participant

Curana Health LLC's 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
NEWPORT GROUP, INC. · Claims processing · Recordkeeping$20,357

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$20,357 · 0.05%
2023$14,142 · 0.06%
2022$32,009 · 0.32%
Similar plansAdministrative & Support Services · Texas
Maverick Services, LLC TX$58.4M · 0.24%
Empower Service Corporation TX$57.2M · 0.22%
Es Opco USA LLC TX$56.9M · 0.05%
Vacation Publications, Inc. TX$48.0M · 0.01%
Bg Staff Services, Inc. TX$44.3M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 874701840 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.