# Filevine, INC. 401(k) Plan
Source: https://planprovider.pro/companies/filevine-inc-plan-001

> Filevine, INC.'s 401(k) plan: 446 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$19,112|—|$19,112|

| UNITED 401(K) PLANS INC|CONTRACT ADMIN|$12,690|—|$12,690|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISOR|$8,884|—|$8,884|

| 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](https://planprovider.pro/provider/plancheck-cpas-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $40,686

- **Estimated Expense Ratio:** 0.367% of plan assets

### 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|

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