How big is Veltio, LLC's plan?

Veltio, LLC's plan reported $166K in assets and 1 participants for 2024.

Original filing (PDF)20250731073717NAL0008029712001

Veltio, LLC

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

Form 5500-SF

FILING_RECEIVED

Veltio, LLC 401(k) P/S Plan

401(k) retirement plan · Veltio, LLC's Veltio, LLC 401(k) P/S Plan held $166K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$166K

Net assets (EOY)

$166K

People on this filing

Jeffrey Tracy signed Veltio, LLC's 2024 Form 5500 as plan administrator.

Jeffrey Tracy — 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

Veltio, LLC's EIN is 20-1742945.

EIN 20-1742945

Plan number 001

Plan year 2024

ACK ID 20250731073717NAL0008029712001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

VELTIO, LLC

EIN

all filings

Address

2870 PEACHTREE RD NW · #915-3913 · ATLANTA, GA · 30305

Phone

(919) 648-4262

Industry

Professional & Technical Services

Plan administrator