How big is Velir Studios, LLC's plan?

Velir Studios, LLC's plan reported $20.8M in assets and 209 participants for 2024.

Original filing (PDF)20251014093611NAL0003541728001

Velir Studios, LLC

Name: Velir Studios, LLC — Velir Studios 401(k) Plan, Form 5500 (2024)
Creator: Velir Studios, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Velir Studios 401(k) Plan

401(k) retirement plan · Velir Studios, LLC's Velir Studios 401(k) Plan held $20.8M in plan assets for 209 participants in 2024, with Fidelity as recordkeeper.

Active participants

209

Accounts w/ balance

223

Plan assets (EOY)

$20.8M

Net assets (EOY)

$20.8M

People on this filing

LISA Britto signed Velir Studios, LLC's 2024 Form 5500 as plan administrator.

LISA Britto — 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

Velir Studios, LLC's EIN is 04-3526955.

EIN 04-3526955

Plan number 001

Plan year 2024

ACK ID 20251014093611NAL0003541728001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Velir Studios, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Velir Studios, LLC'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 VELIR STUDIOS, LLC.

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How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

VELIR STUDIOS, LLC

EIN

all filings

Address

212 ELM STREET · SOMERVILLE, MA · 02144

Phone

(617) 741-3102

Industry

Custom Computer Programming· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

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)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$17K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	47-1411118	—	ADVISOR	$25K	—

Investments

27 direct securities· $20.8M(100% of reported assets)

Mutual Funds

$13.0M

13 holdings

Common Collective Trusts

$6.9M

9 holdings

Other securities

$711K

3 holdings

Bonds / Notes

$112K

1 holding

U.S. Treasuries

$59K

1 holding

					% of plan
Vanguard Target Retirement 2050 Fund Investor Shares Mutual Fund	Mutual Funds	—	—	$4.0M	19.3%
Vanguard 500 Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$3.6M	17.4%
Vanguard Target Retirement 2040 Fund Investor Shares Mutual Fund	Mutual Funds	—	—	$2.0M	9.6%
Vanguard Target Retirement 2055 Fund Investor Shares Mutual Fund	Mutual Funds	—	—	$1.9M	8.9%
Vanguard Target Retirement 2045 Fund Investor Shares Mutual Fund	Mutual Funds	—	—	$1.6M	7.8%
Vanguard Target Retirement 2060 Fund Investor Shares Mutual Fund	Mutual Funds	—	—	$882K	4.2%
Vanguard Target Retirement 2025 Fund Investor Shares Mutual Fund ** 934 Vanguard Target Retirement 2035 Fund Investor Shares Mutual Fund	Mutual Funds	—	—	$728K	3.5%
Vanguard Mid-Cap Value Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$624K	3.0%
Vanguard Small-Cap Value Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$593K	2.8%
MFS International Growth Fund Class R6 Mutual Fund	Mutual Funds	—	—	$498K	2.4%
Vanguard Federal Money Market Fund Investor Shares Mutual Fund	Mutual Funds	—	—	$463K	2.2%
Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$435K	2.1%
Vanguard Small-Cap Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$412K	2.0%
Vanguard FTSE Social Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$392K	1.9%
MFS Massachusetts Investors Growth Stock Fund Class R6 Mutual Fund	Mutual Funds	—	—	$361K	1.7%
Vanguard Value Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$312K	1.5%
PGIM Total Return Bond Fund - Class R6 Mutual Fund	Other securities	—	—	$306K	1.5%
Vanguard Small-Cap Growth Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$298K	1.4%
JPMorgan Mid Cap Growth Fund Class R6 Mutual Fund	Other securities	—	—	$265K	1.3%
American Funds American Balanced Fund Class R6 Mutual Fund	Mutual Funds	—	—	$230K	1.1%
Vanguard Developed Markets Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$208K	1.0%
MFS Research International Fund Class R6 Mutual Fund	Mutual Funds	—	—	$172K	0.8%
Vanguard Target Retirement 2030 Fund Investor Shares Mutual Fund	Mutual Funds	—	—	$163K	0.8%
Columbia High Yield Bond Fund Institutional 3 Class Mutual Fund	Other securities	—	—	$140K	0.7%
Notes receivable from participants Interest rates 4.50% - 9.50%,	Bonds / Notes	—	—	$112K	0.5%
Calvert Bond Fund Class I Mutual Fund	U.S. Treasuries	—	—	$59K	0.3%
Vanguard Target Retirement Income Fund Investor Shares Mutual Fund	Mutual Funds	—	—	$36K	0.2%