How big is Surescripts, LLC's plan?

Surescripts, LLC's plan reported $179.1M in assets and 656 participants for 2024.

Original filing (PDF)20251002125134NAL0000764512001

Surescripts, LLC

Name: Surescripts, LLC — Surescripts, LLC 401(k) Plan, Form 5500 (2024)
Creator: Surescripts, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Surescripts, LLC 401(k) Plan

401(k) retirement plan · Surescripts, LLC's Surescripts, LLC 401(k) Plan held $179.1M in plan assets for 656 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Self-directed brokerage offered

Active participants

656

Accounts w/ balance

823

Plan assets (EOY)

$179.1M

Net assets (EOY)

$179.1M

People on this filing

RONI Nelson signed Surescripts, LLC's 2024 Form 5500 as plan administrator.

RONI Nelson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Surescripts, LLC's EIN is 26-2702887.

EIN 26-2702887

Plan number 001

Plan year 2024

ACK ID 20251002125134NAL0000764512001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Surescripts, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Surescripts, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SURESCRIPTS, LLC.

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How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

SURESCRIPTS, LLC

EIN

all filings

Address

2550 SOUTH CLARK STREET · 10TH FLOOR · ARLINGTON, VA · 22202

Phone

(952) 679-8962

Industry

Information / Tech / Media

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$33K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
VALTINSON BRUNER FINANCIAL	83-0812292	—	ADVISOR	$131K	—

Investments

31 direct securities· $179.1M(100% of reported assets)

Mutual Funds

$101.9M

18 holdings

Common Collective Trusts

$41.4M

6 holdings

Other securities

$26.9M

4 holdings

Self-Directed Brokerage

$6.5M

1 holding

Bonds / Notes

$1.4M

1 holding

Common Stocks

$1.0M

1 holding

					% of plan
Fidelity 500 Index Fund N/A	Common Collective Trusts	—	—	$26.3M	14.7%
Vanguard Target Retirement 2035 Fund N/A	Mutual Funds	—	—	$14.1M	7.9%
Guaranteed interest contract MassMutual Diversified SAGIC II N/A	Other securities	—	—	$14.0M	7.8%
Vanguard Target Retirement 2040 Fund N/A	Mutual Funds	—	—	$14.0M	7.8%
Vanguard Target Retirement 2045 Fund N/A	Mutual Funds	—	—	$12.5M	7.0%
Vanguard Target Retirement 2050 Fund N/A	Mutual Funds	—	—	$11.7M	6.5%
JP Morgan Large Cap Growth R6 Fund N/A	Other securities	—	—	$10.4M	5.8%
Vanguard Target Retirement 2025 Fund N/A	Mutual Funds	—	—	$7.3M	4.1%
Vanguard Target Retirement 2030 Fund N/A	Mutual Funds	—	—	$6.7M	3.7%
Vanguard Target Retirement 2055 Fund N/A	Mutual Funds	—	—	$6.6M	3.7%
Self-directed brokerage account * Fidelity BrokerageLink N/A	Self-Directed Brokerage	—	—	$6.5M	3.6%
Vanguard Equity Income Fund Admiral Shares N/A	Mutual Funds	—	—	$6.4M	3.6%
Fidelity Mid Cap Index Fund N/A	Common Collective Trusts	—	—	$5.0M	2.8%
Fidelity Small Cap Index Fund N/A	Common Collective Trusts	—	—	$4.1M	2.3%
Fidelity Overseas Fund N/A	Mutual Funds	—	—	$3.9M	2.2%
Fidelity Small Cap Growth K6 Fund N/A	Mutual Funds	—	—	$3.8M	2.1%
Vanguard Target Retirement 2060 Fund N/A	Mutual Funds	—	—	$3.2M	1.8%
Vanguard Target Retirement 2020 Fund N/A	Mutual Funds	—	—	$3.0M	1.7%
Fidelity International Index Fund N/A	Common Collective Trusts	—	—	$2.6M	1.5%
Fidelity US Bond Index Fund N/A	Common Collective Trusts	—	—	$2.6M	1.4%
Fidelity Emerging Markets Fund N/A	Mutual Funds	—	—	$2.3M	1.3%
Fidelity Total Bond Fund N/A	Mutual Funds	—	—	$2.1M	1.2%
Janus Henderson Enterprise Fund Class T N/A	Mutual Funds	—	—	$1.8M	1.0%
Victory Sycamore Established Value Fund Class Y N/A	Other securities	—	—	$1.6M	0.9%
Notes receivable from participants (2.80% - 9.50%) - 0 -	Bonds / Notes	—	—	$1.4M	0.8%
Vanguard Target Retirement Income Fund N/A	Mutual Funds	—	—	$1.0M	0.6%
Victory Sycamore Small Company Opportunity Fund Class A N/A	Common Stocks	—	—	$1.0M	0.6%
Eaton Vance Income Fund of Boston Class A N/A	Other securities	—	—	$885K	0.5%
Fidelity Real Estate Investment Portfolio N/A	Mutual Funds	—	—	$765K	0.4%
Fidelity Inflation-Protected Bond Index Fund N/A	Common Collective Trusts	—	—	$753K	0.4%
Fidelity Government Money Market Fund N/A	Mutual Funds	—	—	$650K	0.4%