Velocitor Solutions, Llc 401(k) Profit Sharing Plan
Sponsored by Velocitor Solutions, Llc · EIN 522261775 · Plan #001
- Total assets
- $7.1M
- Net assets
- $7.1M
- Active participants
- 237
- With balances
- 354
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 |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gallagher Fiduciary Advisors | Investment advisory (participants) | $16,021 |
| John Hancock Life Insurance Company | Recordkeeping, Sub-transfer agency fees, Other insurance wrap fees | $1,850 |