Ataraxis, Inc.'s EIN is 26-4786697.
Download the official 2023 Form 5500 (PDF) for Ataraxis, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Ataraxis, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | NONE | $190K | — |
| CLEAR CREEK FINANCIAL MANAGEMENT, L | 46-5392613 | — | NONE | $138K | — |
| UHY LLP | 38-1910111 | — | NONE | $91K | — |
| ATX PEO SERVICES, INC. | 92-1119949 | — | NONE | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard | Mutual Funds | — | — | $3.6M | 10.5% | |
| Vanguard | Mutual Funds | — | — | $3.5M | 10.4% | |
| Vanguard | Mutual Funds | — | — | $3.1M | 9.2% | |
| Vanguard | Mutual Funds | — | — | $2.5M | 7.3% | |
| Vanguard | Mutual Funds | — | — | $2.2M | 6.4% | |
| Vanguard | Mutual Funds | — | — | $2.1M | 6.1% | |
| Vanguard | Mutual Funds | — | — | $1.8M | 5.4% | |
| TIAA-CREF | Mutual Funds | — | — | $1.8M | 5.3% | |
| Vanguard | Mutual Funds | — | — | $1.7M | 4.9% | |
| Vanguard | Mutual Funds | — | — | $1.7M | 4.9% | |
| Charles Schwab Trust | Mutual Funds | — | — | $1.1M | 3.1% | |
| Capital Group | Common Stocks | — | — | $808K | 2.4% | |
| Fidelity | Mutual Funds | — | — | $786K | 2.3% | |
| Charles Schwab Trust Bank Savings | Mutual Funds | — | — | $785K | 2.3% | |
| Fidelity | Mutual Funds | — | — | $618K | 1.8% | |
| Putnam | Mutual Funds | — | — | $603K | 1.8% | |
| Vanguard | Mutual Funds | — | — | $477K | 1.4% | |
| Fuller & Thaler | Other securities | — | — | $424K | 1.2% | |
| Participant Loans | Participant loans | — | — | $383K | 1.1% | |
| Capital Group | Common Stocks | — | — | $355K | 1.0% | |
| MFS | Mutual Funds | — | — | $314K | 0.9% | |
| Vanguard | Mutual Funds | — | — | $311K | 0.9% | |
| Capital Group | Common Stocks | — | — | $295K | 0.9% | |
| Vanguard | Mutual Funds | — | — | $261K | 0.8% | |
| DFA | Mutual Funds | — | — | $254K | 0.7% | |
| Vanguard | Mutual Funds | — | — | $222K | 0.6% | |
| Vanguard | Mutual Funds | — | — | $219K | 0.6% | |
| Fidelity | Mutual Funds | — | — | $217K | 0.6% | |
| American Century | Other securities | — | — | $212K | 0.6% | |
| JP Morgan | Other securities | — | — | $209K | 0.6% | |
| Parnassus | Other securities | — | — | $176K | 0.5% | |
| Vanguard | Mutual Funds | — | — | $155K | 0.5% | |
| Vanguard | Mutual Funds | — | — | $133K | 0.4% | |
| Fidelity | Mutual Funds | — | — | $126K | 0.4% | |
| DFA | Mutual Funds | — | — | $112K | 0.3% | |
| Vanguard | Mutual Funds | — | — | $109K | 0.3% | |
| Invesco Oppenheimer | Mutual Funds | — | — | $98K | 0.3% | |
| Vanguard | Mutual Funds | — | — | $98K | 0.3% | |
| Clearbridge | Other securities | — | — | $86K | 0.3% | |
| Cohen & Steers | Other securities | — | — | $53K | 0.2% | |
| Vanguard | Mutual Funds | — | — | $38K | 0.1% | |
| Goldman Sachs | Other securities | — | — | $37K | 0.1% | |
| Janus | Mutual Funds | — | — | $36K | 0.1% | |
| Vanguard | Mutual Funds | — | — | $26K | <0.1% | |
| Calvert | Other securities | — | — | $22K | <0.1% | |
| Vanguard | Mutual Funds | — | — | $17K | <0.1% | |
| Vanguard | Mutual Funds | — | — | $12K | <0.1% | |
| Vanguard | Mutual Funds | — | — | $502 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CHARLES SCHWAB BANK |
| 82-3967259 |
| — |
| NONE |
| $6K |
| — |
