Plan Snapshot
- Plan Sponsor: Filevine, INC.
- Sponsor EIN: 821960713
- Sponsor Address: 1242 WILMINGTON AVENUE, STE. 100, SALT LAKE CITY, UT, 84106
- Plan Type: 401(k)
- Total Participants: 446
- Total Assets: $11.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 446 | $11.1M | $0 | $2.6M |
| 2023 | 353 | $7.5M | $3,161 | $1.9M |
| 2022 | 382 | $5.2M | $4,804 | $2.0M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PLANCHEC (K) CPAS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANCHEC (K) CPAS LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $42,339 | — | $42,339 | — | — |
| 2023 | $26,542 | — | $23,342 | — | — |
| 2022 | $60,930 | $4,931 | $35,477 | — | $20,522 |