# Vendor Credentialing Service, LLC D/B/A Symplr 401(k) Plan
Source: https://planprovider.pro/companies/vendor-credentialing-service-llc-d-b-a-symplr-401k-plan-001

> Vendor Credentialing Service, LLC D/B/A Symplr's 401(k) plan: 1,483 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — INVESTMENT ADVISORY

- [ASCENSUS](https://planprovider.pro/provider/ascensus-llc) — 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/vendor-credentialing-service-llc-d-b-a-symplr-401k-plan-001)

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