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Original filing (PDF)20251015204453NAL0011471746001
QUVA PHARMA, INC.
Form 5500
FILING_RECEIVED
QUVA PHARMA, INC. SAVINGS AND INVESTMENT PLAN
401(k) retirement plan
Active participants
1,342
Accounts w/ balance
1,479
Plan assets (EOY)
$37.4M
Net assets (EOY)
$37.4M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QUVA PHARMA, INC..
Plan sponsor
Name
QUVA PHARMA, INC.
EIN
47-4625183
Address
1075 WEST PARK 1 DRIVE · SUGAR LAND, TX · 77478
Phone
(973) 775-2673
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KREISCHER MILLER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $82K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $10K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KREISHER MILLER | 23-1980475 | — | ACCOUNTANT/AUDITOR | $23K | — |
Investments
33 direct securities· $37.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company Freedom 2030 Fund K | — | — | — | $4.7M | 12.7% | |
| Fidelity Management Trust Company 500 Index Fund | — | — | — | $3.7M | 9.9% | |
| Fidelity Management Trust Company Freedom 2035 Fund K | — | — | — | $3.7M | 9.8% | |
| Fidelity Management Trust Company Freedom 2045 Fund K | — | — | — | $3.6M | 9.5% | |
| Fidelity Management Trust Company Blue Chip Growth Fund | — | — | — | $3.1M | 8.3% | |
| Fidelity Management Trust Company Freedom 2040 Fund K | — | — | — | $3.1M | 8.2% | |
| Fidelity Management Trust Company Freedom 2050 Fund K | — | — | — | $2.9M | 7.9% | |
| Fidelity Management Trust Company Freedom 2055 Fund K | — | — | — | $2.7M | 7.3% | |
| Fidelity Management Trust Company Freedom 2060 Fund K | — | — | — | $1.9M | 5.1% | |
| Fidelity Management Trust Company Freedom 2025 Fund K | — | — | — | $1.4M | 3.8% | |
| Participant notes receivable Interest rates ranging from 4.25% to 9.50% | — | — | — | $821K | 2.2% | |
| Fidelity Management Trust Company Total Bond Fund | — | — | — | $647K | 1.7% | |
| Fidelity Management Trust Company Freedom 2065 Fund K | — | — | — | $621K | 1.7% | |
| American Funds American Funds American Mutual Fund Class 5 | — | — | — | $526K | 1.4% | |
| Fidelity Management Trust Company Freedom 2015 Fund K | — | — | — | $454K | 1.2% | |
| Janus Investments Enterprise Fund Class T | — | — | — | $423K | 1.1% | |
| Fidelity Management Trust Company Small Cap Growth Fund | — | — | — | $415K | 1.1% | |
| Fidelity Management Trust Company Global ex U.S. Index Fund | — | — | — | $374K | 1.0% | |
| Fidelity Management Trust Company Emerging Markets Fund | — | — | — | $280K | 0.7% | |
| T. Rowe Price Dividend Growth Fund Advisor Class | — | — | — | $263K | 0.7% | |
| Fidelity Management Trust Company Extended Market Index Fund | — | — | — | $242K | 0.6% | |
| Fidelity Management Trust Company Value Fund | — | — | — | $237K | 0.6% | |
| Fidelity Management Trust Company U.S. Bond Index Fund | — | — | — | $227K | 0.6% | |
| Fidelity Management Trust Company Government Money Market Fund | — | — | — | $223K | 0.6% | |
| Fidelity Management Trust Company Overseas Fund | — | — | — | $197K | 0.5% | |
| Fidelity Management Trust Company Freedom 2020 Fund K | — | — | — | $195K | 0.5% | |
| Fidelity Management Trust Company Freedom Income Fund K | — | — | — | $93K | 0.2% | |
| Fidelity Management Trust Company Real Estate Investment Portfolio | — | — | — | $87K | 0.2% | |
| Fidelity Management Trust Company Inflation-Protected Bond Index Fund | — | — | — | $86K | 0.2% | |
| Allspring Funds Trust Special Small Cap Value Fund - Class Admin | — | — | — | $66K | 0.2% | |
| Principal Small Cap R5 Class | — | — | — | $48K | 0.1% | |
| Fidelity Management Trust Company Freedom 2010 Fund K | — | — | — | $39K | 0.1% | |
| Fidelity Management Trust Company Freedom 2070 Fund K | — | — | — | $22K | <0.1% |
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