Plan Snapshot
- Plan Sponsor: Surescripts, LLC
- Sponsor EIN: 262702887
- Sponsor Address: 2550 SOUTH CLARK STREET, ARLINGTON, VA, 22202
- Plan Type: 401(k)
- Total Participants: 656
- Total Assets: $179.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 656 | $179.1M | $4.6M | $12.4M |
| 2023 | 725 | $155.2M | $4.4M | $11.7M |
| 2022 | 675 | $127.0M | $3.9M | $10.4M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| VALTINSON BRUNER FINANCIAL | ADVISOR | $130,588 | — | $130,588 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $32,854 | — | $32,854 |
| SVA CERTIFIED PUBLIC ACCOUNTANTS SC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $163,442
- Estimated Expense Ratio: 0.091% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $163,404 | $130,588 | — | — | — |
| 2023 | $137,849 | $118,088 | — | — | — |
| 2022 | $154,120 | — | — | — | — |