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Original filing (PDF)20241015124148NAL0029660737001
ATARAXIS, INC.
Form 5500
FILING_RECEIVED
ATARAXIS, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
~128 bps in Sched C feesNo recordkeeper disclosed
Active participants
1,671
Accounts w/ balance
1,538
Plan assets (EOY)
$34.3M
Net assets (EOY)
$34.3M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 128 bps in Schedule C fees — 342% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ATARAXIS, INC..
Plan sponsor
Name
ATARAXIS, INC.
EIN
26-4786697
Address
600 NORTH CURTIS ROAD · SUITE 101 · BOISE, ID · 83706
Phone
(208) 906-2636
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
2V · PEO multiple-employer plan
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
JASON F. CLAUSEN P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| 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 | — |
| CHARLES SCHWAB BANK | 82-3967259 | — | NONE | $6K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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