· 2022–2024 · DOL EFAST2

Velocity Merchant Energy, LP — Velocity Merchant, Form 5500 (2025)

Original filing (PDF)20260701155949NAL0017029488001

Velocity Merchant Energy, LP

Form 5500-SF

FILING_RECEIVED

Velocity Merchant Energy, LP 401(k) Plan

401(k) retirement plan · Velocity Merchant Energy, LP's Velocity Merchant Energy, LP 401(k) Plan held $4.4M in plan assets for 19 participants in 2025.

Active participants

19

Accounts w/ balance

19

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

69

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VELOCITY MERCHANT ENERGY, LP.

Plan sponsor

Name

VELOCITY MERCHANT ENERGY, LP

EIN

02-0595951all filings

Address

5373 W. ALABAMA STREET, SUITE 600 · HOUSTON, TX · 77056

Phone

(713) 490-7670

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-07-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

Pasternak, BAUM & Co., Inc.

Pasternak, BAUM & Co., Inc. 401(k) Plan

$4.4M · 30 participants

Plus500us Financial Services, LLC

$4.6M · 39 participants

Red Wolf Energy Trading LLC

Red Wolf Energy Trading LLC 401(k) Profit Sharing Plan & Trust

$4.2M · 8 participants

Clarity Wealth Management

Clarity Wealth Management, Inc. Cash Balance Plan

$4.2M · 2 participants

Cereal Byproducts Company

Cereal Byproducts Company Employees Savings Trust

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.