Velocity 401(k) Plan
Sponsored by Velocity, A Managed Services Company, Inc. · EIN 203677651 · Plan #001
- Total assets
- $13.0M
- Net assets
- $12.9M
- Active participants
- 489
- With balances
- 531
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Venture Visionary Partners Llc CRD 304237 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $56,973 |
| Venture Visionary Partners Llc | Investment advisory (plan), Consulting fees | $40,309 |