HUGO Doetsch signed Vendor Credentialing Service, LLC d/b/a Symplr's 2024 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 48-1035673.
Download the official 2024 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 2024 Form 5500 (PDF)Vendor Credentialing Service, LLC d/b/a Symplr's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
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 | $338K | — |
| ASCENSUS | 82-3719843 | — | CONTRACT ADMINISTRATOR | $48K | — |
| 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 N/A | Mutual Funds | — | — | $32.5M | 22.6% | |
| Vanguard Target Retirement 2055 Fund N/A | Mutual Funds | — | — | $25.8M | 18.0% | |
| Vanguard Target Retirement 2035 Fund N/A | Mutual Funds | — | — | $25.1M | 17.5% | |
| BlackRock Equity Index Fund Class 1 N/A | Common Collective Trusts | — | — | $11.3M | 7.9% | |
| BLACKROCK EQTY INDX FD CLASS 1 GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $11.3M | 7.9% | |
| Vanguard Target Retirement 2025 Fund N/A | Mutual Funds | — | — | $7.6M | 5.3% | |
| AB Large Cap Growth Fund Inc N/A | Common Stocks | — | — | $6.4M | 4.5% | |
| Self-directed brokerage accounts N/A | Self-Directed Brokerage | — | — | $3.6M | 2.5% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $3.0M | 2.1% | |
| Vanguard Target Retirement 2040 Fund N/A | Mutual Funds | — | — | $2.9M | 2.0% | |
| Participant loans (interest at 4.25% to 9.50%, with various maturities through July 2038) N/A | Bonds / Notes | — | — | $2.3M | 1.6% | |
| Carillon Eagle Carillon Eagle Mid Cap Growth R6 Fund N/A | Other securities | — | — | $1.9M | 1.3% | |
| Vanguard Target Retirement 2050 Fund N/A | Mutual Funds | — | — | $1.8M | 1.2% | |
| BLACKROCK MID CAP EQ IDX CL R GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $1.8M | 1.2% | |
| MFS Value R6 Fund N/A | Mutual Funds | — | — | $1.6M | 1.1% | |
| BLACKROCK EAFE EQ INDX FD CL 1 GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $1.4M | 1.0% | |
| BLACKROCK RUSS 2000 IDX CL R GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $1.4M | 1.0% | |
| Vanguard Target Retirement 2065 Fund N/A | Mutual Funds | — | — | $1.2M | 0.8% | |
| BlackRock Total Return K Fund N/A | Other securities | — | — | $1.2M | 0.8% | |
| JP Morgan JP Morgan Small Cap Growth R6 Fund N/A | Other securities | — | — | $1.2M | 0.8% | |
| Allspring Special Mid Cap Value Fund N/A | Other securities | — | — | $1.2M | 0.8% | |
| Vanguard Target Retirement 2030 Fund N/A | Mutual Funds | — | — | $1.1M | 0.7% | |
| MFS New Discovery Value R6 Fund N/A | Mutual Funds | — | — | $1.0M | 0.7% | |
| Vanguard Target Retirement Income Fund N/A | Mutual Funds | — | — | $980K | 0.7% | |
| American Century American Century Emerging Markets R6 Fund N/A | Other securities | — | — | $977K | 0.7% | |
| Vanguard Target Retirement 2020 Fund N/A | Mutual Funds | — | — | $929K | 0.6% | |
| MFS Institutional International Equity Fund N/A | Mutual Funds | — | — | $849K | 0.6% | |
| Vanguard Target Retirement 2060 Fund N/A | Mutual Funds | — | — | $793K | 0.6% | |
| BlackRock US Debt Index Fund Class 1 N/A | Common Collective Trusts | — | — | $520K | 0.4% | |
| BLACKROCK US DBT IDX FD CL 1 GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $520K | 0.4% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Z Fund N/A | Other securities | — | — | $507K | 0.4% | |
| American Century American Century High Income Fund N/A | Other securities | — | — | $499K | 0.3% | |
| Vanguard Target Retirement 2070 Fund N/A | Mutual Funds | — | — | $303K | 0.2% |
