Plan Ledger DOL Form 5500 · updated monthly

Surescripts, LLC401(k)

SURESCRIPTS, LLC 401(K) PLAN · ARLINGTON, VA · plan year 2024

Reported admin expense ratio · 2024
0.10%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Surescripts, LLC reported $163,404 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $7,076 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.12% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other information & media employers. By assets it is the 172nd-largest of 2,266 plans among Virginia employers on file, and the 205th of 2,199 in information & media. In 2024, employees put in $2.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$179,129,293
Participants with balances823
Active participants656
Employer contributions$4,641,643
Employee contributions$12,437,738
Employer contribution per active participant$7,076
Average account balance$217,654
Benefits paid to participants$17,499,787
Plan auditUnmodified (clean) audit opinion
AuditorSVA CERTIFIED PUBLIC ACCOUNTANTS SC
Plan history3
Yearassets · accounts · employer contribution
2024$179.1M · 823 accts · $4.6M emplr
2023$155.2M · 838 accts · $4.4M emplr
2022$127.0M · 792 accts · $3.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,816
Investment management$130,588
Total administrative$163,404
The Surescripts, LLC 401(k) match · 2024
Employer contribution per active participant$7,076
Median for plans this size$3,635
2024$7,076 per active participant
2023$6,040 per active participant
2022$5,762 per active participant

Surescripts, LLC's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
VALTINSON BRUNER FINANCIAL · Investment advisory (plan)$130,588
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$32,854

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$163,404 · 0.10%
2023$137,849 · 0.10%
2022$154,120 · 0.12%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 262702887 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.