Surescripts, LLC 401(k) Review & Grade
Surescripts, LLC 401(k) Plan
Arlington, VAInformation690 active participantsPlan year 2024
Estimate from the plan's Form 5500 filing · How we grade
$6,722Employer $ per active participant
$18,013Employee $ saved per active participant
0.10%Direct admin cost, % of plan assets
$179.1MNet plan assets, end of year
$217,654Average balance per account
Score breakdown
- Employer generosity46.1 / 5092th percentile for employer $ per participant
- Low cost18.7 / 2575th percentile for low admin cost vs. same-size plans
- Employee saving14.1 / 1594th percentile for employee $ per participant
- Plan features3 / 10Default investment
Total score82 / 100 · Grade A
This plan vs. peers
Peers: Information plans with 500–2,499 active participants (310 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 92th |
| Lower admin cost | 75th |
| Employee saving | 94th |
| Peers that auto-enroll | 59% |
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Red flags from the filing
No red flags were reported on this filing's compliance questions.
What to do if you're in this plan
- Surescripts put in about $6,722 per active participant, more than the typical peer ($2,829). Contribute at least enough to collect the full match. Skipping it leaves part of your pay on the table.
- The filing shows total dollars, not the match formula. Ask HR for the Summary Plan Description so you know the exact match and vesting schedule.
- Fund expense ratios aren't in the filing. Look them up in your 404(a)(5) fee disclosure and favor low-cost index or target-date funds.
- Changing jobs? You can usually leave the money in the plan, move it to your new employer's plan, or roll it into an IRA. Don't cash out: you'd owe taxes and possibly a 10% penalty.
The raw numbers from the filing
| Employer contributions | $4,641,643 |
| Participant (employee) contributions | $12,437,738 |
| Other contributions (incl. rollovers in) | $1,045,552 |
| Administrative expenses paid from the plan | $163,404 |
| Investment advisory & management fees | $130,588 |
| Benefits paid out | $17,499,787 |
| Net assets, start / end of year | $155.2M / $179.1M |
| Active participants, start / end of year | 725 / 656 |
| Participants with account balances | 823 |
| Auto-enrollment (feature code 2S) | Not reported |
| Auditor | Sva Certified Public Accountants SC |
Largest service providers (Schedule C)
| Valtinson Bruner Financial | $130,588 reported compensation |
| Fidelity Investments Institutional | $32,854 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20251002125134NAL0000764512001, received 2025-10-02, EIN 26-2702887, plan #001, plan year 2024-01-01 to 2024-12-31. Verify at efast.dol.gov.