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Original filing (PDF)20251013131846NAL0002027168001
FILEVINE, INC.
Form 5500
FILING_RECEIVED
FILEVINE 401(K) PLAN
401(k) retirement plan
Active participants
446
Accounts w/ balance
276
Plan assets (EOY)
$11.1M
Net assets (EOY)
$11.1M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
80
Vendor stack
100
Participation health
80
Knocking points off
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
- 62% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FILEVINE, INC..
Plan sponsor
Name
FILEVINE, INC.
EIN
82-1960713
Address
1242 WILMINGTON AVENUE, STE. 100 · SALT LAKE CITY, UT · 84106
Phone
(385) 236-5495
Industry
Software Publishers· 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANCHEC (K) CPAS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $19K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $9K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED 401(K) PLANS INC | — | SALT LAKE CITY UT, UT | CONTRACT ADMIN | $13K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
Investments
32 direct securities· $11.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY FREEDOM INDEX 2055 PREMIER Mutual Funds 0 | — | — | — | $1.8M | 16.6% | |
| FIDELITY FREEDOM INDEX 2045 PREMIER Mutual Funds 0 | — | — | — | $1.8M | 16.1% | |
| FIDELITY 500 INDEX Mutual Funds 0 | — | — | — | $1.6M | 14.7% | |
| FIDELITY FREEDOM INDEX 2050 PREMIER Mutual Funds 0 | — | — | — | $1.5M | 13.4% | |
| FIDELITY FREEDOM INDEX 2060 PREMIER Mutual Funds 0 | — | — | — | $1.2M | 10.4% | |
| FIDELITY FREEDOM INDEX 2040 PREMIER Mutual Funds 0 | — | — | — | $472K | 4.3% | |
| FIDELITY FREEDOM INDEX 2030 PREMIER Mutual Funds 0 | — | — | — | $461K | 4.2% | |
| VICTORY NASDAQ-100 INDEX R6 Mutual Funds 0 | — | — | — | $403K | 3.6% | |
| FIDELITY FREEDOM INDEX 2065 PREMIER Mutual Funds 0 | — | — | — | $315K | 2.8% | |
| FIDELITY INTERNATIONAL INDEX Mutual Funds 0 | — | — | — | $154K | 1.4% | |
| FIDELITY FREEDOM INDEX 2035 PREMIER Mutual Funds 0 | — | — | — | $154K | 1.4% | |
| FIDELITY MID CAP INDEX Mutual Funds 0 | — | — | — | $149K | 1.3% | |
| AMERICAN FUNDS NEW WORLD R6 Mutual Funds 0 | — | — | — | $143K | 1.3% | |
| PARTICIPANT LOANS Loan 0 | — | — | — | $128K | 1.2% | |
| INVESCO DISCOVERY MID CAP GROWTH R6 Mutual Funds 0 | — | — | — | $123K | 1.1% | |
| AMERICAN FUNDS BOND FUND OF AMER R6 Mutual Funds 0 | — | — | — | $89K | 0.8% | |
| JANUS HENDERSON TRITON N Mutual Funds 0 | — | — | — | $89K | 0.8% | |
| AMERICAN FUNDS AMERICAN BALANCED R6 Mutual Funds 0 | — | — | — | $80K | 0.7% | |
| FIDELITY SMALL CAP VALUE INDEX Mutual Funds 0 | — | — | — | $74K | 0.7% | |
| DFA REAL ESTATE SECURITIES I Mutual Funds 0 | — | — | — | $62K | 0.6% | |
| FIDELITY MID CAP VALUE INDEX Mutual Funds 0 | — | — | — | $57K | 0.5% | |
| EI FIXED ACCOUNT - SERIES CLASS I Fixed Annuities 2 Fixed Annuities 0 | — | — | — | $54K | 0.5% | |
| JPMORGAN U.S. VALUE R6 Mutual Funds 0 | — | — | — | $50K | 0.4% | |
| FIDELITY SMALL CAP INDEX Mutual Funds 0 | — | — | — | $48K | 0.4% | |
| FIDELITY US BOND INDEX Mutual Funds 0 | — | — | — | $28K | 0.3% | |
| FIDELITY ADVISOR INTERNATIONAL GROWTH Z Mutual Funds 0 | — | — | — | $23K | 0.2% | |
| FIDELITY FREEDOM INDEX 2025 PREMIER Mutual Funds 0 | — | — | — | $14K | 0.1% | |
| FIDELITY FREEDOM INDEX INCOME PREMIER Mutual Funds 0 | — | — | — | $8K | <0.1% | |
| PGIM HIGH-YIELD R6 Mutual Funds 0 | — | — | — | $7K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | <0.1% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | — | — | $3K | $3K | <0.1% | |
| Yes No Amount a | — | — | — | $3K | <0.1% |