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Original filing (PDF)20251014184815NAL0001770499001
VIAD CORP
Form 5500
FILING_RECEIVED
GILTSPUR, INC. EMPLOYEES' PENSION PLAN
Defined-benefit pension plan
Signals · 1
~205 bps in Sched C fees
Active participants
11
Accounts w/ balance
0
Plan assets (EOY)
$9.3M
Net assets (EOY)
$9.3M
How this plan invests
This plan
9 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
75
Participation health
100
Knocking points off
- 205 bps in Schedule C fees — 294% above peer band of 52 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VIAD CORP.
Plan sponsor
Name
VIAD CORP
EIN
59-1008863
Address
1401 17TH ST SUITE 1400 · DENVER, CO · 80202
Phone
(602) 207-4000
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
015
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ATESSA BENEFITS | 02-0429408 | — | RECORDKEEPER | $49K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| US BANK INSTITUTIONAL TRUST & CUST | 31-0841368 | — | TRUSTEE | $36K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELOITTE & TOUCHE LLP | 13-3891517 | — | AUDITOR | $46K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON CONSULTING, INC. | 36-2235791 | — | ACTUARY | $60K | — |
Investments
9 direct securities· $9.3M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Bbh Limited Duration Fund Class Mutual Fund | — | — | $2.0M | $2.0M | 21.9% | |
| Baird Short Term Bond Inst Mutual Fund | — | — | $2.0M | $2.0M | 21.9% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | $1.2M | $1.9M | 20.7% | |
| Fidelity Short Term Bond Index Fund Mutual Fund | — | — | $994K | $1.0M | 11.0% | |
| First American Funds Prime Obligation Fund Money Market | — | — | $812K | $812K | 8.7% | |
| Fidelity International Index Fund Mutual Fund | — | — | $345K | $467K | 5.0% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | $341K | $460K | 4.9% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | — | — | $272K | $277K | 3.0% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | $149K | $185K | 2.0% |
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