Velocity Clinical Research 401(k) Plan
Sponsored by Velocity Clinical Research, Inc · EIN 823171064 · Plan #001
- Total assets
- $35.6M
- Net assets
- $35.6M
- Active participants
- 1,016
- With balances
- 1,302
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 |
|---|---|---|
| Ceera Investments, Llc CRD 135179 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Recordkeeping, Recordkeeping fees, Participant loan processing | $109,813 |
| Cetera Investments | Investment advisory (plan) | $46,583 |
| First Allied Inc. | Investment advisory (plan) | $18,433 |