Plan Snapshot
- Plan Sponsor: Vendor Credentialing Service, LLC D/B/A Symplr
- Sponsor EIN: 481035673
- Sponsor Address: 315 CAPITOL STREET SUITE 100, HOUSTON, TX, 770022827
- Plan Type: 401(k)
- Total Participants: 1,483
- Total Assets: $143.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,483 | $143.6M | $6.7M | $12.7M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $338,209 | — | $338,209 |
| CREATIVE PLANNING, INC. | INVESTMENT ADVISORY | — | $88,850 | $88,850 |
| ASCENSUS | CONTRACT ADMINISTRATOR | $48,153 | $18,750 | $66,903 |
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING, INC. — INVESTMENT ADVISORY
- ASCENSUS — CONTRACT ADMINISTRATOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $493,962
- Estimated Expense Ratio: 0.344% 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 | $386,626 | — | $386,626 | — | — |