Velocity Machine, Inc. 401(k) Retirement Plan
Sponsored by Velocity Machine, Inc. · EIN 391939229 · Plan #001
- Total assets
- $7.2M
- Net assets
- $7.2M
- Active participants
- 102
- With balances
- 126
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Services Llc | Investment advisory (plan) | $36,967 |
| Transamerica Life Ins Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $15,739 |
| Pension Inc | Recordkeeping, Participant loan processing, Recordkeeping fees | $2,325 |
| Mesirow Financial Inc | Investment advisory (plan) | $1,001 |