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Original filing (PDF)20250728161130NAL0002329825001
VELOCITYEHS
Form 5500
FILING_RECEIVED
VELOCITYEHS 401K PLAN
401(k) retirement plan
Active participants
389
Accounts w/ balance
492
Plan assets (EOY)
$42.2M
Net assets (EOY)
$42.2M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VELOCITYEHS.
Plan sponsor
Name
VELOCITYEHS
EIN
04-3626476
Address
222 MERCHANDISE MART PLAZA · SUITE 1750 · CHICAGO, IL · 60654
Phone
(312) 881-2000
Industry
All Other Professional Services· Professional & Technical Servicessee all
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
2025-07-28
Pension benefit codes
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)
Auditor
DUFEK & COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $63K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FAIRCOURT PARTNERS LLC | 82-4882966 | — | ADVISOR | $96K | — |
Investments
29 direct securities· $42.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Mutual fund a | — | — | — | $5.9M | 14.1% | |
| Vanguard Target Retirement 2050 Mutual fund a | — | — | — | $5.7M | 13.4% | |
| Vanguard Growth Index Mutual fund a | — | — | — | $5.4M | 12.7% | |
| Vanguard 500 Index Mutual fund a | — | — | — | $4.7M | 11.1% | |
| Vanguard Target Retirement 2060 Mutual fund a | — | — | — | $3.3M | 7.7% | |
| Vanguard Target Retirement 2045 Mutual fund a | — | — | — | $2.7M | 6.3% | |
| Vanguard Extended Market Index Mutual fund a | — | — | — | $1.9M | 4.5% | |
| Vanguard Target Retirement 2035 Mutual fund a | — | — | — | $1.8M | 4.2% | |
| Vanguard Target Retirement 2040 Mutual fund a | — | — | — | $1.7M | 4.1% | |
| DFA U.S. Large Cap Value Mutual fund a | — | — | — | $1.6M | 3.8% | |
| DFA U.S. Small Cap Portfolio Mutual fund a | — | — | — | $929K | 2.2% | |
| American Funds EuroPacific Growth Mutual fund a | — | — | — | $803K | 1.9% | |
| Vanguard Total International Stock Idx Mutual fund a | — | — | — | $627K | 1.5% | |
| JPMorgan Core Plus Bond Mutual fund a | — | — | — | $530K | 1.3% | |
| Vanguard Balanced Index Mutual fund a | — | — | — | $501K | 1.2% | |
| PIMCO Income Fund Mutual fund a | — | — | — | $497K | 1.2% | |
| Vanguard Federal Money Market Mutual fund a | — | — | — | $492K | 1.2% | |
| Vanguard FTSE Social Index Mutual fund a | — | — | — | $489K | 1.2% | |
| DFA Emerging Markets Core Equity Mutual fund a | — | — | — | $426K | 1.0% | |
| Vanguard Target Retirement 2030 Mutual fund a | — | — | — | $418K | 1.0% | |
| DFA Global Real Estate Securities Mutual fund a | — | — | — | $379K | 0.9% | |
| AQR Multi-Asset Mutual fund a | — | — | — | $364K | 0.9% | |
| through July 2031. - | — | — | — | $264K | 0.6% | |
| BlackRock High Yield Bond Mutual fund a | — | — | — | $217K | 0.5% | |
| DFA International Small Cap Value Mutual fund a | — | — | — | $198K | 0.5% | |
| Vanguard Short-Term Investment-Grade Mutual fund a | — | — | — | $181K | 0.4% | |
| Vanguard Target Retirement 2025 Mutual fund a | — | — | — | $178K | 0.4% | |
| Vanguard Target Retirement Income Mutual fund a | — | — | — | $98K | 0.2% | |
| Vanguard Target Retirement 2020 Mutual fund a | — | — | — | $61K | 0.1% |
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