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Original filing (PDF)20251010134231NAL0004669427001
FIF ST GEORGE LLC
Form 5500
FILING_RECEIVED
FIF ST GEORGE LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
142
Accounts w/ balance
238
Plan assets (EOY)
$4.6M
Net assets (EOY)
$4.6M
How this plan invests
This plan
29 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIF ST GEORGE LLC.
Plan sponsor
Name
FIF ST GEORGE LLC
EIN
87-4155245
Address
435 E TABERNACLE · ST GEORGE, UT · 84770
Phone
(435) 674-0165
Industry
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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
HALLOWELL 401(K) ASSURANCE, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
29 direct securities· $4.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market ETF " | — | — | — | $997K | 21.8% | |
| Vanguard FTSE Developed Markets " | — | — | — | $904K | 19.8% | |
| SPDR Portfolio S&P 500 ETF " | — | — | — | $604K | 13.2% | |
| Goldman Sachs ActiveBeta US Large Cap Equity " | — | — | — | $409K | 9.0% | |
| iShares Core MSCI EAFE ETF " ** 339 b iShares Core S&P Total U.S. Stock Market ETF " ** 20 b iShares Core Total US Bond Market ETF " | — | — | — | $333K | 7.3% | |
| Vanguard FTSE Emerging Markets " | — | — | — | $297K | 6.5% | |
| Plan Year Transferred Late to Plan (1) Not Corrected Outside VFCP | — | — | $255K | $255K | 5.6% | |
| SPDR Portfolio S&P 400 Mid Cap " | — | — | — | $214K | 4.7% | |
| Schwab U.S. Mid-Cap ETF " ** 174 b SPDR S&P 600 Small Cap Value ETF " | — | — | — | $163K | 3.6% | |
| Goldman Sachs ActiveBeta International Equity " | — | — | — | $95K | 2.1% | |
| Vanguard Total International Bond ETF " | — | — | — | $75K | 1.6% | |
| iShares Emerging Markets USD Bond ETF " | — | — | — | $67K | 1.5% | |
| Goldman Sachs Access Investment Grade Corp Bond ETF " | — | — | — | $63K | 1.4% | |
| Goldman Sachs ActiveBeta Europe Equity ETF " | — | — | — | $58K | 1.3% | |
| Goldman Sachs Access U.S. Aggregate Bond ETF " | — | — | — | $48K | 1.0% | |
| Goldman Sachs ActiveBeta Emerging Markets Equity " | — | — | — | $35K | 0.8% | |
| Vanguard LongTerm Government Bond " | — | — | — | $27K | 0.6% | |
| Goldman Sachs ActiveBeta Japan Equity ETF " | — | — | — | $25K | 0.5% | |
| Goldman Sachs ActiveBeta US Small Cap Equity ETF " | — | — | — | $23K | 0.5% | |
| Goldman Sachs Access Emerging Markets USD Bond ETF Exchange traded fund | — | — | — | $17K | 0.4% | |
| Goldman Sachs Access Inflation Protected USD Bond ETF " | — | — | — | $14K | 0.3% | |
| Vanguard US Total Bond Market ETF " | — | — | — | $14K | 0.3% | |
| SPDR S&P Kensho New Economies Composite ETF " | — | — | — | $14K | 0.3% | |
| Goldman Sachs TreasuryAccess 01 Year ETF " | — | — | — | $11K | 0.2% | |
| Goldman Sachs Access High Yield Corporate Bond ETF " | — | — | — | $8K | 0.2% | |
| Vanguard Short-Term Inflation-Protected Securities ETF " | — | — | — | $8K | 0.2% | |
| Invesco Emerging Markets Sovereign Debt ETF " ** 45 b iShares 0-5 Year TIPS Bond ETF " | — | — | — | $5K | 0.1% | |
| JP Morgan Ultra-Short Income " | — | — | — | $4K | <0.1% | |
| Schwab U.S. Broad Market ETF " | — | — | — | $2K | <0.1% |
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