VELA WEALTH MANAGEMENT 401(k) Plan
What public Form 5500 filings show about the VELA WEALTH MANAGEMENT 401(k) plan — and how to find and check your own account.
The VELA WEALTH MANAGEMENT 401(k) on its latest Form 5500
VELA WEALTH MANAGEMENT (EIN 92-0473571) reports VELA WEALTH MANAGEMENT RETIREMENT PLAN on its most recent Form 5500, with $638K in plan assets across 11 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full VELA WEALTH MANAGEMENT filing — schedules, fees, and providers.
Who runs the VELA WEALTH MANAGEMENT 401(k)?
VELA WEALTH MANAGEMENT’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask VELA WEALTH MANAGEMENTHR for the recordkeeper’s name and login.
How to check your VELA WEALTH MANAGEMENT 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask VELA WEALTH MANAGEMENT HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).