AUMdb

Velocityehs 401 K Plan

Sponsored by Velocityehs · EIN 043626476 · Plan #001

Total assets
$42.2M
Net assets
$42.2M
Active participants
389
With balances
492

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
Faircourt Partners, Llc CRD 295508 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Faircourt Partners Llc Investment advisory (plan) $96,415
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $63,000