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Companies

companyFilevine, Inc.
2loaded plans
EIN: 82-1960713Location: UTPlans: 2Latest: 2023
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Plans

planFilevine 401(K) PlanFinancial statementProvider compensation2023 filing
$7.5Mreported assets (EOY)
Sponsor: Filevine, Inc.EIN: 82-1960713Plan: 001Participants: 411Assets: $7,532,882Location: Salt Lake City, UTLatest: 2023
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planFilevine, Inc.2023 filing
Sponsor: Filevine, Inc.EIN: 82-1960713Plan: 501Participants: 457Assets: not reported in the loaded datasetLocation: Salt Lake City, UTLatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023
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Filings

filing2023 Form 5500 — Filevine 401(K) Plan
Sponsor: Filevine, Inc.EIN: 82-1960713Plan: 001Ack ID: 20241002105803NAL0003963283001
filing2023 Form 5500 — Filevine, Inc.
Sponsor: Filevine, Inc.EIN: 82-1960713Plan: 501Ack ID: 20250521122206NAL0002799616001

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