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Original filing (PDF)20251002125134NAL0000764512001
SURESCRIPTS, LLC
Form 5500
FILING_RECEIVED
SURESCRIPTS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
656
Accounts w/ balance
823
Plan assets (EOY)
$179.1M
Net assets (EOY)
$179.1M
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 (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SURESCRIPTS, LLC.
Plan sponsor
Name
SURESCRIPTS, LLC
EIN
26-2702887
Address
2550 SOUTH CLARK STREET · 10TH FLOOR · ARLINGTON, VA · 22202
Phone
(952) 679-8962
Industry
Information / Tech / Mediasee all
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)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
SVA CERTIFIED PUBLIC ACCOUNTANTS SC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $33K | — |
Advisor / Consultant
1| 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)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund N/A | — | — | — | $26.3M | 14.7% | |
| Vanguard Target Retirement 2035 Fund N/A | — | — | — | $14.1M | 7.9% | |
| Guaranteed interest contract MassMutual Diversified SAGIC II N/A | — | — | — | $14.0M | 7.8% | |
| Vanguard Target Retirement 2040 Fund N/A | — | — | — | $14.0M | 7.8% | |
| Vanguard Target Retirement 2045 Fund N/A | — | — | — | $12.5M | 7.0% | |
| Vanguard Target Retirement 2050 Fund N/A | — | — | — | $11.7M | 6.5% | |
| JP Morgan Large Cap Growth R6 Fund N/A | — | — | — | $10.4M | 5.8% | |
| Vanguard Target Retirement 2025 Fund N/A | — | — | — | $7.3M | 4.1% | |
| Vanguard Target Retirement 2030 Fund N/A | — | — | — | $6.7M | 3.7% | |
| Vanguard Target Retirement 2055 Fund N/A | — | — | — | $6.6M | 3.7% | |
| Self-directed brokerage account * Fidelity BrokerageLink N/A | — | — | — | $6.5M | 3.6% | |
| Vanguard Equity Income Fund Admiral Shares N/A | — | — | — | $6.4M | 3.6% | |
| Fidelity Mid Cap Index Fund N/A | — | — | — | $5.0M | 2.8% | |
| Fidelity Small Cap Index Fund N/A | — | — | — | $4.1M | 2.3% | |
| Fidelity Overseas Fund N/A | — | — | — | $3.9M | 2.2% | |
| Fidelity Small Cap Growth K6 Fund N/A | — | — | — | $3.8M | 2.1% | |
| Vanguard Target Retirement 2060 Fund N/A | — | — | — | $3.2M | 1.8% | |
| Vanguard Target Retirement 2020 Fund N/A | — | — | — | $3.0M | 1.7% | |
| Fidelity International Index Fund N/A | — | — | — | $2.6M | 1.5% | |
| Fidelity US Bond Index Fund N/A | — | — | — | $2.6M | 1.4% | |
| Fidelity Emerging Markets Fund N/A | — | — | — | $2.3M | 1.3% | |
| Fidelity Total Bond Fund N/A | — | — | — | $2.1M | 1.2% | |
| Janus Henderson Enterprise Fund Class T N/A | — | — | — | $1.8M | 1.0% | |
| Victory Sycamore Established Value Fund Class Y N/A | — | — | — | $1.6M | 0.9% | |
| Notes receivable from participants (2.80% - 9.50%) - 0 - | — | — | — | $1.4M | 0.8% | |
| Vanguard Target Retirement Income Fund N/A | — | — | — | $1.0M | 0.6% | |
| Victory Sycamore Small Company Opportunity Fund Class A N/A | — | — | — | $1.0M | 0.6% | |
| Eaton Vance Income Fund of Boston Class A N/A | — | — | — | $885K | 0.5% | |
| Fidelity Real Estate Investment Portfolio N/A | — | — | — | $765K | 0.4% | |
| Fidelity Inflation-Protected Bond Index Fund N/A | — | — | — | $753K | 0.4% | |
| Fidelity Government Money Market Fund N/A | — | — | — | $650K | 0.4% |
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