Velocity, a Managed Services Company, Inc.'s EIN is 20-3677651.
Download the official 2024 Form 5500 (PDF) for Velocity, a Managed Services Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Velocity, a Managed Services Company, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $57K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VENTURE VISIONARY PARTNERS LLC | 83-4717882 | — | NONE | $40K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $2.6M | 20.4% | |
| Vanguard Tot Bd Mkt Idx Adm | Mutual Funds | — | — | $2.2M | 17.4% | |
| Vanguard Growth Index Adm | Mutual Funds | — | — | $2.0M | 15.1% | |
| Vanguard Tot Int Stk Idx Adm | Common Collective Trusts | — | — | $1.8M | 13.8% | |
| Vanguard Value Index Adm | Mutual Funds | — | — | $997K | 7.7% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $622K | 4.8% | |
| Vanguard MidCapGrwth Idx Adm | Common Collective Trusts | — | — | $523K | 4.0% | |
| Vanguard Mid Cap Val Idx Adm | Common Collective Trusts | — | — | $503K | 3.9% | |
| MFS Mass Inv Gr Stk R3 | Mutual Funds | — | — | $31K | 0.2% | |
| First Eagle First Eagle Global R6 | Other securities | — | — | $19K | 0.1% | |
| Columbia Intrinsic Value Inst 2 | Other securities | — | — | $11K | <0.1% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $5K | <0.1% | |
| JohnHancock JHancock Bond R6 | Other securities | — | — | $3K | <0.1% | |
| American Century American Century Mid Cap Value R6 | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
