HUGO Doetsch signed Vendor Credentialing Service, LLC d/b/a Symplr's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vendor Credentialing Service, LLC d/b/a Symplr's EIN is 45-5147886.
Download the official 2023 Form 5500 (PDF) for Vendor Credentialing Service, LLC d/b/a Symplr from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Vendor Credentialing Service, LLC d/b/a Symplr's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $313K | — |
| ASCENSUS | 82-3719843 | — | CONTRACT ADMINISTRATOR | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC. |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 43-1270780 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $27.8M | 23.7% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $21.4M | 18.2% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $21.0M | 17.9% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $8.6M | 7.3% | |
| BlackRock Equity Index Fund Class 1 | Common Collective Trusts | — | — | $7.9M | 6.7% | |
| BLACKROCK EQTY INDX FD CLASS 1 GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $7.9M | 6.7% | |
| AB Large Cap Growth Fund Inc | Common Stocks | — | — | $4.2M | 3.6% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $2.9M | 2.5% | |
| Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $2.6M | 2.2% | |
| Carillon Eagle Mid Cap Growth R6 Fund | Other securities | — | — | $1.8M | 1.5% | |
| Participant loans (interest at 4.25% to 9.5%, with various maturities through July 2038) | Bonds / Notes | — | — | $1.6M | 1.4% | |
| BLACKROCK MID CAP EQ IDX CL R GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $1.4M | 1.2% | |
| MFS Value R6 Fund | Mutual Funds | — | — | $1.4M | 1.2% | |
| BLACKROCK EAFE EQ INDX FD CL 1 GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $1.4M | 1.2% | |
| BLACKROCK RUSS 2000 IDX CL R GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $1.3M | 1.1% | |
| JP Morgan Small Cap Growth R6 Fund | Other securities | — | — | $1.2M | 1.0% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $1.1M | 1.0% | |
| BlackRock Total Return K Fund | Other securities | — | — | $1.1M | 1.0% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $1.1M | 0.9% | |
| Allspring Special Mid Cap Value Fund | Other securities | — | — | $1.0M | 0.9% | |
| MFS New Discovery Value R6 Fund | Mutual Funds | — | — | $987K | 0.8% | |
| American Century Emerging Markets R6 Fund | Other securities | — | — | $982K | 0.8% | |
| MFS Institutional International Equity Fund | Mutual Funds | — | — | $690K | 0.6% | |
| MFS Global Equity R6 Fund | Mutual Funds | — | — | $685K | 0.6% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $570K | 0.5% | |
| BlackRock US Debt Index Fund Class 1 | Common Collective Trusts | — | — | $518K | 0.4% | |
| BLACKROCK US DBT IDX FD CL 1 GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $518K | 0.4% | |
| American Century High Income Fund | Other securities | — | — | $459K | 0.4% | |
| Cohen & Steers Real Estate Securities Z Fund | Other securities | — | — | $344K | 0.3% | |
| PIMCO Long-Term Real Return Fund | Mutual Funds | — | — | $253K | 0.2% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $169K | 0.1% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $160K | 0.1% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $103K | <0.1% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $25K | <0.1% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $16K | <0.1% | |
| FLEXPATH INDEX AGGRE 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX MODERAT 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX MODERAT 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX MODERAT 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX MODERAT 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX AGGRE RETIRE R1 GREAT GRAY TRUST COMPANY · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX CONSERV 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX AGGRE 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX AGGRE 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX AGGRE 2055 R-1 GREAT GRAY TRUST COMPANY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX MODERATE RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX CONSERV 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX CONSERV 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX CONSERV 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX CONSERV RET R1 GREAT GRAY TRUST COMPANY · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $0 | <0.1% |
