How big is Velocity Software, Inc.'s plan?

Velocity Software, Inc.'s plan reported $2.9M in assets and 13 participants for 2024.

Original filing (PDF)20250903124055NAL0009413891001

Velocity Software, Inc.

Name: Velocity Software, Inc. — Velocity Software, Inc., Form 5500 (2024)
Creator: Velocity Software, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Velocity Software, Inc. - 401(k)

401(k) retirement plan · Velocity Software, Inc.'s Velocity Software, Inc. - 401(k) held $2.9M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Barton Robinson signed Velocity Software, Inc.'s 2024 Form 5500 as plan administrator.

Barton Robinson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Velocity Software, Inc.'s EIN is 04-3021254.

EIN 04-3021254

Plan number 001

Plan year 2024

ACK ID 20250903124055NAL0009413891001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Velocity Software, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Velocity Software, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Vendor & structure

100

Helping the score