401k Record

Employers › ContinuumRX Services

ContinuumRX Services 401(k)

Administrative expenses excluding investment management, per participant · Continuumrx Services, Inc. 401(k) PS Plan · plan year 2024

$242.32

Higher than 84% of the 14,713 plans $1 to 10M that report it.

Source

= $60,822 / 251
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250807155718NAL0003841377001, received 2025-08-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250807155718NAL0003841377001, received 2025-08-07

10th: $13.66median $103.3390th: $302.77

Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-08-07.

Cost and contributions

Recordkeeping fees per participant

not reported

Not reported on this filing.

Administrative expenses per participant

$242.32

10th: $19.42median $150.2790th: $370.75

Higher than 72% of the 15,210 plans $1 to 10M that report it.

Source

= $60,822 / 251
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250807155718NAL0003841377001, received 2025-08-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250807155718NAL0003841377001, received 2025-08-07

Administrative expenses as a share of assets

1.250%

10th: 0.069%median 0.519%90th: 1.146%

Higher than 92% of the 15,243 plans $1 to 10M that report it.

Source

= $60,822 / $4,865,606
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250807155718NAL0003841377001, received 2025-08-07
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250807155718NAL0003841377001, received 2025-08-07

Employer contributions per participant

$573

10th: $357median $1,32390th: $2,861

Higher than 19% of the 13,342 plans $1 to 10M that report it.

Source

= $143,905 / 251
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250807155718NAL0003841377001, received 2025-08-07
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250807155718NAL0003841377001, received 2025-08-07

Employer share of total contributions

16.1%

10th: 11.9%median 28.9%90th: 43.6%

Higher than 18% of the 13,370 plans $1 to 10M that report it.

Source

= $143,905 / $893,934
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250807155718NAL0003841377001, received 2025-08-07
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250807155718NAL0003841377001, received 2025-08-07

Plan terms, as stated in ContinuumRX Services, Inc.'s SEC filings

Plan terms are not published in public filings.

Plan features

2A age/service-weighted · 2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250807155718NAL0003841377001, received 2025-08-07

Full record, Continuumrx Services, Inc. 401(k) PS Plan

FieldValueSource
Plan sponsorCONTINUUMRX SERVICES, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250807155718NAL0003841377001, received 2025-08-07
Plan nameCONTINUUMRX SERVICES, INC. 401(K) PS PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20250807155718NAL0003841377001, received 2025-08-07
Sponsor EIN / plan number27-3943624 / 002Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250807155718NAL0003841377001, received 2025-08-07
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250807155718NAL0003841377001, received 2025-08-07
Sponsor locationBIRMINGHAM, ALForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250807155718NAL0003841377001, received 2025-08-07
Industry (business code)551112, Management of companies and enterprisesForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20250807155718NAL0003841377001, received 2025-08-07
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250807155718NAL0003841377001, received 2025-08-07
Filing received2025-08-07Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250807155718NAL0003841377001, received 2025-08-07
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250807155718NAL0003841377001, received 2025-08-07
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20250807155718NAL0003841377001, received 2025-08-07
Participants, beginning of year313Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250807155718NAL0003841377001, received 2025-08-07
Active participants242Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250807155718NAL0003841377001, received 2025-08-07
Participants, end of year325Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250807155718NAL0003841377001, received 2025-08-07
Participants with an account balance251Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250807155718NAL0003841377001, received 2025-08-07
Total assets, beginning of year$4,045,418Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250807155718NAL0003841377001, received 2025-08-07
Total assets, end of year$4,865,606Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250807155718NAL0003841377001, received 2025-08-07
Net assets, end of year$4,865,606Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250807155718NAL0003841377001, received 2025-08-07
Total income$1,447,546Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250807155718NAL0003841377001, received 2025-08-07
Net income$831,112Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250807155718NAL0003841377001, received 2025-08-07
Employer contributions$143,905Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250807155718NAL0003841377001, received 2025-08-07
Participant contributions$714,131Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250807155718NAL0003841377001, received 2025-08-07
Other contributions (incl. rollovers)$35,898Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250807155718NAL0003841377001, received 2025-08-07
Total contributions$893,934Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250807155718NAL0003841377001, received 2025-08-07
Benefit payments$555,612Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250807155718NAL0003841377001, received 2025-08-07
Total expenses (incl. benefit payments)$616,434Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250807155718NAL0003841377001, received 2025-08-07
Total administrative expenses$60,822Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250807155718NAL0003841377001, received 2025-08-07
Contract administrator fees$60,822Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250807155718NAL0003841377001, received 2025-08-07
Administrative expenses excluding investment management$60,822derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250807155718NAL0003841377001, received 2025-08-07
Independent auditorBMSS, LLCSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250807155718NAL0003841377001, received 2025-08-07

Position = column in the DOL layout for form year 2024. Filing 20250807155718NAL0003841377001, received 2025-08-07.

Service providers paid directly by the plan

No Schedule C line 2 providers are listed on this filing.

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250807155718NAL0003841377001, received 2025-08-07.

What changed since the 2023 plan year

Figure20232024Change
Total assets$4,045,418$4,865,60620.3%
Participants with a balance2382515.5%
Administrative expenses$42,475$60,82243.2%
Recordkeeping fees per participantnot reportednot reported
Employer contributions$135,478$143,9056.2%

Prior filing 20240805104521NAL0000632963001, received 2024-08-05; the plan years are contiguous.

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Sponsor name as filed: CONTINUUMRX SERVICES, INC.; SEC registrant: ContinuumRX Services, Inc. (CIK 1558565, matched by EIN).