Velocity Commercial Capital, Llc
Sponsored by Velocity Commercial Capital 401 K Pl · EIN 201193192 · Plan #001
- Total assets
- $22.2M
- Net assets
- $22.2M
- Active participants
- 289
- With balances
- 334
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $105,121 |
| Voya Retirement Insurance & Annuity | Recordkeeping fees | $73,774 |
| Longevity Capital Management Llc | Other fees | $13,382 |
| Lpl Financial Corporation | Investment advisory (plan) | $5,500 |
| Pentegra Services, Inc. Tpa Divisio | Recordkeeping, Participant loan processing, Recordkeeping fees | $4,993 |