Arizona › Management of companies (holding companies) › 1,000 to 4,999 participants
Form 5500 statement · plan year 1 Jan 2024 to 31 Dec 2024
Viad Corp. Capital Accumulation Plan
Sponsored by Viad Corp., Scottsdale, AZ
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.
Viad Corp. of Scottsdale, Arizona sponsors Viad Corp. Capital Accumulation Plan, a 401(k) plan. Its Form 5500 for the plan year ending 31 Dec 2024 shows 2,995 participants (2,398 active) and $263M in net assets.
Net assets came to $87,804 per participant, well above the $50,295 median for defined contribution plans with 1,000 to 4,999 participants and above the $70,381 median for defined contribution plans in management of companies (holding companies). The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.
Schedule C lists 3 service provider organisations paid $5,000 or more, with reported compensation of $245K: $81.67 per participant, close to the same-size median of $82.08. Administrative expenses charged to the plan were $245K. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.
Across the filings on record, net assets went from $105M in 2009 to $263M in 2024 (up 150%), and participants from 2,258 to 2,995 (up 33%).
The independent accountant's opinion on the financial statements was unmodified (unqualified).
Compared with similar plans
| Measure | This plan | Same size | Same industry | All US DC plans |
|---|---|---|---|---|
| Net assets per participant | $87,804 | $50,295 | $70,381 | $53,102 |
| Employer contributions per active participant | — | $2,045 | $2,643 | $2,175 |
| Schedule C compensation per participant | $81.67 | $82.08 | $98.63 | $123 |
| Schedule C compensation, share of net assets | 0.09% | 0.17% | 0.18% | 0.26% |
| Administrative expenses per participant | $81.65 | $82.20 | $97.39 | $116 |
Peer columns are medians for plan year 2024 across defined contribution plans with 100 or more participants: 1,000 to 4,999 participants (10,207 plans), management of companies (holding companies) (680) and all US plans (63,460). Fee medians cover plans that report an amount.
Trend by plan year
| Plan year | Participants | Net assets | Per participant | Employer contributions | Participant contributions | Schedule C compensation |
|---|---|---|---|---|---|---|
| 2024 | 2,995 | $263M | $87,804 | — | $10.5M | $245K |
| 2023 | 2,703 | $234M | $86,396 | — | $9.5M | $152K |
| 2022 | 2,654 | $195M | $73,288 | — | $8.5M | $282K |
| 2021 | 2,244 | $252M | $112,256 | — | $5.5M | $95K |
| 2020 | 1,970 | $244M | $124,057 | — | $5.9M | $121K |
| 2019 | 2,954 | $284M | $96,187 | — | $11.8M | $89K |
| 2018 | 3,008 | $234M | $77,751 | — | $11.4M | $77K |
| 2017 | 2,977 | $245M | $82,226 | — | $9.8M | $145K |
| 2016 | 2,699 | $195M | $72,304 | — | $9.0M | $9,000 |
| 2015 | 2,603 | $170M | $65,159 | — | $8.4M | $71K |
| 2014 | 2,346 | $161M | $68,486 | $108K | $7.6M | $259K |
| 2013 | 2,314 | $153M | $66,266 | $1.3M | $7.3M | $71K |
| 2012 | 2,357 | $128M | $54,319 | $1.7M | $7.1M | $77K |
| 2011 | 2,362 | $110M | $46,712 | $1.5M | $6.5M | $92K |
| 2010 | 2,236 | $119M | $53,356 | $1.5M | $6.5M | $95K |
| 2009 | 2,258 | $105M | $46,642 | $1.9M | $7.2M | $89K |
Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.
Statement for the year
- Net assets, beginning of year$233,529,246
- Employer contributions—
- Participant contributions$10,547,108
- Rollovers and other contributions$651,249
- Total contributions$15,800,856
- Total income, including investment results$51,589,472
- Benefits paid$21,900,169
- Administrative expenses$244,531
- Total expenses$22,144,700
- Net income$29,444,772
- Net transfers$0
- Net assets, end of year$262,974,018
Participants
- Active participants2,398
- Retired or separated, receiving benefits24
- Retired or separated, entitled to future benefits567
- Participants with account balances1,936
- Total participants, end of year2,995
Fees and service providers
| Organisation | Services reported | Direct | Indirect |
|---|---|---|---|
| T Rowe Price RPS Inc. | Other services; Participant loan processing; Participant communication; Recordkeeping and information management | $140,797 | $0 |
| Deloitte & Touche LLP | Accounting (including auditing) | $76,763 | $0 |
| North Pier Fiduciary Management LLC | Consulting (general) | $27,040 | $0 |
Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.
Administrative expenses on Schedule H
- Other administrative expenses$244,531
- Total administrative expenses$244,531
Investment structure
Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.
- Common/collective trusts$193M · 73.3%
- Registered investment companies (mutual funds)$40.6M · 15.4%
- Employer securities$28.1M · 10.7%
- Participant loans$1.6M · 0.6%
- Cash (interest and non-interest bearing)$10 · 0.0%
Audit and compliance answers, as filed
- Accountant's opinionUnmodified (unqualified)
- Audit scope limited under ERISA section 103(a)(3)(C)No
- Accounting firmDeloitte & Touche LLP
- Participant contributions reported as transmitted lateYes, $5,578
- Covered by a fidelity bondYes, $15,000,000
- Blackout period during the yearNo
These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.
Plan characteristics
2JCode section 401(k) feature2KCode section 401(m) arrangement3IPlan requiring that all or part of employer contributions be invested and held in employer securities2EProfit-sharing plan2GTotal participant-directed account plan2RParticipant-directed brokerage accounts provided as an investment option under the plan3DPre-approved pension plan
Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 551112: Offices of Other Holding Companies.
Similar plans in Arizona
| Plan | Sponsor | Participants | Net assets | Per participant |
|---|---|---|---|---|
| The Sundt Companies Employee Stock Ownership Plan | The Sundt Companies, Inc. | 3,876 | $1.41B | $364,815 |
| Yam Management 401(k) Plan | Yam Management, LLC | 1,322 | $58.7M | $44,434 |
| The Sundt Companies 401(k) Plan | The Sundt Companies, Inc. | 5,141 | $201M | $39,125 |
| New Gen Holdings, Inc. 401(k) Plan | New Gen Holdings, Inc. | 227 | $310K | $1,367 |
| The Pinnacle West Capital Corporation Savings Plan | Pinnacle West Capital Corporation | 8,364 | $1.84B | $219,491 |
| Rainy Partners, LLC 401(k) Plan | Rainy Partners, LLC. | 213 | $11.5M | $53,952 |
Defined contribution plans in management of companies (holding companies) closest in size.
Questions and answers
How big is Viad Corp. Capital Accumulation Plan?
2,995 participants at the end of the plan year ending 31 Dec 2024, of whom 2,398 were active employees, with net assets of $262,974,018. Among defined contribution plans that places it in the 1,000 to 4,999 participants band, which held 10,207 plans in plan year 2024.
What does Viad Corp. contribute per participant?
This filing has no Schedule H financial statement, so employer contributions are not reported here.
What fees does the plan pay and how do they compare?
Schedule C reports $244,600 in compensation to service provider organisations, $81.67 per participant or 0.09% of net assets. The same-size median among plans reporting any Schedule C compensation was $82.08 per participant. Administrative expenses on Schedule H were $244,531. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.
Who runs the plan?
The sponsor is Viad Corp.. Recordkeeping or administration: T Rowe Price RPS Inc.. The financial statements were audited by Deloitte & Touche LLP. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.
Was the audit opinion unqualified?
The filing reports an unmodified (unqualified) opinion. Unmodified (formerly "unqualified") is the standard clean opinion.
How current is this, and does it show my balance?
This is the Form 5500 for the plan year 1 Jan 2024 to 31 Dec 2024, received by the Department of Labor on 19 Sep 2025. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 36-1169950, plan 002, received 19 Sep 2025; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.