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Original filing (PDF)20250822170743NAL0009542720001
WORKMAN NYDEGGER, P.C.
Form 5500
FILING_RECEIVED
WORKMAN NYDEGGER, P.C. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
106
Accounts w/ balance
144
Plan assets (EOY)
$74.1M
Net assets (EOY)
$74.1M
How this plan invests
This plan
62 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WORKMAN NYDEGGER, P.C..
Plan sponsor
Name
WORKMAN NYDEGGER, P.C.
EIN
87-0406877
Address
60 EAST SOUTH TEMPLE, SUITE 1000 · SALT LAKE CITY, UT · 84111
Phone
(801) 533-9800
Industry
Law Offices· Professional & Technical Servicessee 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
2025-08-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
TRAVELLER & COMPANY LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$15K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | 59-2937883 | — | ADVISOR | $25K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $5K | — |
Investments
62 direct securities· $72.7M(98% of reported assets)
Uncategorized
$69.3M
59 holdings
Mutual Funds
$3.5M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual Fund N/A | — | — | — | $6.1M | 8.3% | |
| FID FDM IDX 2040 IPR Mutual Fund N/A | — | — | — | $5.5M | 7.5% | |
| Fid Contrafund K Mutual Fund N/A | — | — | — | $4.8M | 6.5% | |
| FID BLUE CHIP GR Mutual Fund N/A | — | — | — | $4.2M | 5.7% | |
| FID FDM IDX 2050 IPR Mutual Fund N/A | — | — | — | $3.6M | 4.8% | |
| FID FDM IDX 2035 IPR Mutual Fund N/A | — | — | — | $3.1M | 4.2% | |
| JPM Equity Income R6 Mutual Fund N/A | — | — | — | $3.1M | 4.1% | |
| FID FDM IDX 2045 IPR Mutual Fund N/A | — | — | — | $2.6M | 3.6% | |
| J H Glb Tech Innv T Mutual Fund N/A | — | — | — | $2.1M | 2.9% | |
| Brokeragelink Mutual Fund N/A | Mutual Funds | — | — | $1.9M | 2.6% | |
| VANG TAX-MGD C A ADM Mutual Fund N/A | — | — | — | $1.7M | 2.3% | |
| Vang Div Growth Inv Mutual Fund N/A | — | — | — | $1.7M | 2.3% | |
| AF New Perspect R6 Mutual Fund N/A | — | — | — | $1.7M | 2.3% | |
| TRP Cap Appreciation Mutual Fund N/A | — | — | — | $1.6M | 2.2% | |
| JPM MID CAP GRTH R5 Mutual Fund N/A | — | — | — | $1.6M | 2.1% | |
| FT BEHAV SM-CPEQ IS Mutual Fund N/A | — | — | — | $1.5M | 2.0% | |
| Fid Low Priced Stk K Mutual Fund N/A | — | — | — | $1.3M | 1.8% | |
| Wasatch Core Gth Inv Mutual Fund N/A | — | — | — | $1.3M | 1.7% | |
| HTFD S INTl STK SDR Mutual Fund N/A | — | — | — | $1.2M | 1.7% | |
| Dodge & Cox Stock I Mutual Fund N/A | — | — | — | $1.2M | 1.6% | |
| FID SM CAP IDX Mutual Fund N/A | — | — | — | $1.1M | 1.6% | |
| Cash * Interest-bearing cash N/A | — | — | — | $1.1M | 1.5% | |
| FID EXTD MKT IDX Mutual Fund N/A | — | — | — | $1.1M | 1.4% | |
| Baird Aggr Bond Inst Mutual Fund N/A | — | — | — | $1.1M | 1.4% | |
| s (continued) * FID FDM IDX 2055 IPR Mutual Fund N/A | Mutual Funds | — | — | $1.1M | 1.4% | |
| FID FDM IDX 2030 IPR Mutual Fund N/A | — | — | — | $1.0M | 1.4% | |
| Van Real Est Idx Adm Mutual Fund N/A | — | — | — | $977K | 1.3% | |
| FID INTL INDEX Mutual Fund N/A | — | — | — | $972K | 1.3% | |
| FID SEL HEALTHCARE Mutual Fund N/A | — | — | — | $967K | 1.3% | |
| Dodge & Cox Income Mutual Fund N/A | — | — | — | $962K | 1.3% | |
| Corporate stock Common stock Securities N/A | — | — | — | $865K | 1.2% | |
| Vang Intl Growth Adm Mutual Fund N/A | — | — | — | $834K | 1.1% | |
| VANG ENERGY IDX ADM Mutual Fund N/A | — | — | — | $828K | 1.1% | |
| Pimco Income Inst Mutual Fund N/A | — | — | — | $825K | 1.1% | |
| JH Dscpl Val Mdcp I Mutual Fund N/A | — | — | — | $585K | 0.8% | |
| Fid Intl Growth Mutual Fund N/A | — | — | — | $500K | 0.7% | |
| s (continued) PGIM HIGH YIELD R6 Mutual Fund N/A | Mutual Funds | — | — | $490K | 0.7% | |
| FID FDM IDX 2025 IPR Mutual Fund N/A | — | — | — | $446K | 0.6% | |
| Dodge & Cox GLB BD I Mutual Fund N/A | — | — | — | $443K | 0.6% | |
| FID FDM IDX 2010 IPR Mutual Fund N/A | — | — | — | $440K | 0.6% | |
| FID STRATEGIC INCOME Mutual Fund N/A | — | — | — | $388K | 0.5% | |
| J H Enterprise N Mutual Fund N/A | — | — | — | $382K | 0.5% | |
| FID MID CAP IDX Mutual Fund N/A | — | — | — | $303K | 0.4% | |
| Various maturity dates and * Participant loans interest rates of 4.25% - 9.50% | — | — | — | $297K | 0.4% | |
| AF High Income R6 Mutual Fund N/A | — | — | — | $281K | 0.4% | |
| FID FDM IDX 2060 IPR Mutual Fund N/A | — | — | — | $268K | 0.4% | |
| Um Behavioral Val R6 Mutual Fund N/A | — | — | — | $268K | 0.4% | |
| AS SPL MID CP VAL R6 Mutual Fund N/A | — | — | — | $266K | 0.4% | |
| TRP Financial SRVS I Mutual Fund N/A | — | — | — | $258K | 0.3% | |
| Vt Intl Sm Cap I Mutual Fund N/A | — | — | — | $248K | 0.3% | |
| FID SEL UTILITIES Mutual Fund N/A | — | — | — | $233K | 0.3% | |
| FID INTL VALUE Mutual Fund N/A | — | — | — | $226K | 0.3% | |
| Pimco Real Return Inst Mutual Fund N/A | — | — | — | $225K | 0.3% | |
| VANG INTM TREAS ADM Mutual Fund N/A | — | — | — | $175K | 0.2% | |
| Dlwer Emerging Mkts Inst Mutual Fund N/A | — | — | — | $135K | 0.2% | |
| GP Global Reach Inst Mutual Fund N/A | — | — | — | $59K | <0.1% | |
| PIM RAE US SM I Mutual Fund N/A | — | — | — | $44K | <0.1% | |
| FMI International Mutual Fund N/A | — | — | — | $37K | <0.1% | |
| FID FDM IDX 2065 IPR Mutual Fund N/A | — | — | — | $26K | <0.1% | |
| FID US BOND IDX Mutual Fund N/A | — | — | — | $18K | <0.1% | |
| Blkrk Commdty Str IS Mutual Fund N/A | — | — | — | $9K | <0.1% | |
| Mfs Emrg Mkt Debt R6 Mutual Fund N/A | — | — | — | $6K | <0.1% |