How big is Filevine, Inc.'s plan?

Filevine, Inc.'s plan reported $11.1M in assets and 446 participants for 2024.

Original filing (PDF)20251013131846NAL0002027168001

Filevine, Inc.

Name: Filevine, Inc. — Filevine 401(k) Plan, Form 5500 (2024)
Creator: Filevine, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Filevine 401(k) Plan

401(k) retirement plan · Filevine, Inc.'s Filevine 401(k) Plan held $11.1M in plan assets for 446 participants in 2024, with Empower as recordkeeper.

Active participants

446

Accounts w/ balance

276

Plan assets (EOY)

$11.1M

Net assets (EOY)

$11.1M

People on this filing

Jennifer Fuller signed Filevine, Inc.'s 2024 Form 5500 as plan administrator.

Jennifer Fuller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Filevine, Inc.'s EIN is 82-1960713.

EIN 82-1960713

Plan number 001

Plan year 2024

ACK ID 20251013131846NAL0002027168001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Filevine, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Filevine, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FILEVINE, INC..

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How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (9th percentile).
Bottom-decile employer contributions per participant (3rd percentile).

Plan sponsor

Name

FILEVINE, INC.

EIN

all filings

Address

1242 WILMINGTON AVENUE, STE. 100 · SALT LAKE CITY, UT · 84106

Phone

(385) 236-5495

Industry

Software Publishers· Information / Tech / Media

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

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$19K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$2K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

32 direct securities· $11.1M(100% of reported assets)

Mutual Funds

$8.8M

23 holdings

Common Collective Trusts

$1.6M

1 holding

Other securities

$518K

6 holdings

Participant loans

$128K

1 holding

Pooled Separate Accounts

$3K

1 holding

					% of plan
FIDELITY FREEDOM INDEX 2055 PREMIER Mutual Funds 0	Mutual Funds	—	—	$1.8M	16.6%
FIDELITY FREEDOM INDEX 2045 PREMIER Mutual Funds 0	Mutual Funds	—	—	$1.8M	16.1%
FIDELITY 500 INDEX Mutual Funds 0	Common Collective Trusts	—	—	$1.6M	14.7%
FIDELITY FREEDOM INDEX 2050 PREMIER Mutual Funds 0	Mutual Funds	—	—	$1.5M	13.4%
FIDELITY FREEDOM INDEX 2060 PREMIER Mutual Funds 0	Mutual Funds	—	—	$1.2M	10.4%
FIDELITY FREEDOM INDEX 2040 PREMIER Mutual Funds 0	Mutual Funds	—	—	$472K	4.3%
FIDELITY FREEDOM INDEX 2030 PREMIER Mutual Funds 0	Mutual Funds	—	—	$461K	4.2%
VICTORY NASDAQ-100 INDEX R6 Mutual Funds 0	Other securities	—	—	$403K	3.6%
FIDELITY FREEDOM INDEX 2065 PREMIER Mutual Funds 0	Mutual Funds	—	—	$315K	2.8%
FIDELITY INTERNATIONAL INDEX Mutual Funds 0	Mutual Funds	—	—	$154K	1.4%
FIDELITY FREEDOM INDEX 2035 PREMIER Mutual Funds 0	Mutual Funds	—	—	$154K	1.4%
FIDELITY MID CAP INDEX Mutual Funds 0	Mutual Funds	—	—	$149K	1.3%
AMERICAN FUNDS NEW WORLD R6 Mutual Funds 0	Mutual Funds	—	—	$143K	1.3%
PARTICIPANT LOANS Loan 0	Participant loans	—	—	$128K	1.2%
INVESCO DISCOVERY MID CAP GROWTH R6 Mutual Funds 0	Mutual Funds	—	—	$123K	1.1%
AMERICAN FUNDS BOND FUND OF AMER R6 Mutual Funds 0	Mutual Funds	—	—	$89K	0.8%
JANUS HENDERSON TRITON N Mutual Funds 0	Mutual Funds	—	—	$89K	0.8%
AMERICAN FUNDS AMERICAN BALANCED R6 Mutual Funds 0	Mutual Funds	—	—	$80K	0.7%
FIDELITY SMALL CAP VALUE INDEX Mutual Funds 0	Mutual Funds	—	—	$74K	0.7%
DFA REAL ESTATE SECURITIES I Mutual Funds 0	Mutual Funds	—	—	$62K	0.6%
FIDELITY MID CAP VALUE INDEX Mutual Funds 0	Mutual Funds	—	—	$57K	0.5%
EI FIXED ACCOUNT - SERIES CLASS I Fixed Annuities 2 Fixed Annuities 0	Other securities	—	—	$54K	0.5%
JPMORGAN U.S. VALUE R6 Mutual Funds 0	Other securities	—	—	$50K	0.4%
FIDELITY SMALL CAP INDEX Mutual Funds 0	Mutual Funds	—	—	$48K	0.4%
FIDELITY US BOND INDEX Mutual Funds 0	Mutual Funds	—	—	$28K	0.3%
FIDELITY ADVISOR INTERNATIONAL GROWTH Z Mutual Funds 0	Mutual Funds	—	—	$23K	0.2%
FIDELITY FREEDOM INDEX 2025 PREMIER Mutual Funds 0	Mutual Funds	—	—	$14K	0.1%
FIDELITY FREEDOM INDEX INCOME PREMIER Mutual Funds 0	Mutual Funds	—	—	$8K	<0.1%
PGIM HIGH-YIELD R6 Mutual Funds 0	Other securities	—	—	$7K	<0.1%
(1) X This form is filed for a CCT, PSA, or MTIA.	Pooled Separate Accounts	—	—	$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.	Other securities	—	$3K	$3K	<0.1%
Yes No Amount a	Other securities	—	—	$3K	<0.1%