# Surescripts, LLC 401(k) Plan
Source: https://planprovider.pro/companies/surescripts-llc-401k-plan

> Surescripts, LLC's 401(k) plan: 656 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — 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|—|—|—|—|

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