Back to filter
Original filing (PDF)20251014121027NAL0005844562001
VECELLIO GROUP, INC.
Form 5500
FILING_RECEIVED
VECELLIO GROUP, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
1,171
Accounts w/ balance
1,402
Plan assets (EOY)
$93.9M
Net assets (EOY)
$93.9M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard LifeStrategy Convervative Growth Fund Inv" is 27% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VECELLIO GROUP, INC..
Plan sponsor
Name
VECELLIO GROUP, INC.
EIN
22-3884861
Address
1645 N CONGRESS AVE · WEST PALM BEACH, FL · 33409
Phone
(561) 793-2102
Industry
Constructionsee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
TEMPLETON AND COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $137K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $15K | — |
Investments
31 direct securities · 1 pooled fund· $93.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$88.5M
31 holdings
Common Collective Trust
$5.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard LifeStrategy Convervative Growth Fund Inv | — | — | — | $24.9M | 26.5% | |
| Mainstay Winslow Large Cap Growth R6 | — | — | — | $13.6M | 14.4% | |
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $10.7M | 11.4% | |
| Vanguard LifeStrategy Growth Investment Inv | — | — | — | $8.9M | 9.5% | |
| COLUMBIA TRUST STABLE INCOME ADMN 0 RIVERSOURCE/COLUMBIA COLLECTIVE FUNDS · EIN 41-0007957 / PN 060 | Common Collective Trust | — | — | $5.3M | 5.6% | |
| Vanguard Federal Money Market Investment Fund Inv | — | — | — | $3.7M | 4.0% | |
| Vanguard LifeStrategy Moderate Growth | — | — | — | $3.7M | 3.9% | |
| American Funds Washington Mutual Investors Fund Class R6 | — | — | — | $2.9M | 3.0% | |
| Victory Capital Sycamore Established Value I | — | — | — | $2.7M | 2.9% | |
| Loans to participants, interest rates ranging from * Notes receivable from participants - | — | — | — | $2.5M | 2.7% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $2.2M | 2.4% | |
| Vanguard Total International Stock Index Fund Admiral Shares | — | — | — | $1.7M | 1.8% | |
| Dodge & Cox Income Fund | — | — | — | $1.5M | 1.6% | |
| Allspring Global Investments Special Small Cap Value R6 | — | — | — | $1.4M | 1.5% | |
| Vanguard LifeStrategy Income Investment Inv | — | — | — | $1.3M | 1.4% | |
| Vanguard Extended Market Index Admiral Shares | — | — | — | $1.2M | 1.3% | |
| American Funds EuroPacific Growth Fund R6 | — | — | — | $1.2M | 1.3% | |
| Invesco Small Cap Growth Fund Class R6 | — | — | — | $1.1M | 1.2% | |
| MassMutual Mid Cap Growth Class I | — | — | — | $776K | 0.8% | |
| Massachusetts Financial Services International Intrinsic Value Fund R6 | — | — | — | $748K | 0.8% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $626K | 0.7% | |
| American Century Investments Inflation Adjusted Bond R5 | — | — | — | $440K | 0.5% | |
| Vanguard Target Retirement 2030 Inv | — | — | — | $119K | 0.1% | |
| Vanguard Target Retirement 2035 Inv | — | — | — | $115K | 0.1% | |
| Vanguard Target Retirement 2065 Inv | — | — | — | $77K | <0.1% | |
| Vanguard Target Retirement 2045 Inv | — | — | — | $72K | <0.1% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $61K | <0.1% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $55K | <0.1% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $35K | <0.1% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $27K | <0.1% | |
| Vanguard Target Retirement Income Inv | — | — | — | $24K | <0.1% | |
| Vanguard Target Retirement 2070 Inv | — | — | — | $5K | <0.1% |
Related plans
Other plans using EMPOWER ANNUITY INSURANCE COMPANY O
EDWARD D. JONES & CO., L.P.
EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN
$12.4B · 50,491 participants
3M COMPANY
3M VOLUNTARY INVESTMENT PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN
$10.6B · 21,780 participants
THE NEW YORK-PRESBYTERIAN HOSPITAL
THE RETIREMENT SAVINGS PLAN
$4.8B · 50,152 participants
BAYLOR SCOTT & WHITE HOLDINGS
BAYLOR SCOTT & WHITE HEALTH RETIREMENT SAVINGS PLAN
$4.7B · 46,788 participants
HEALTH CARE SERVICE CORPORATION
THE 401K PLAN
$3.9B · 36,460 participants
REGIONS FINANCIAL CORPORATION
REGIONS FINANCIAL CORPORATION 401(K) PLAN
$3.2B · 20,137 participants
Similar-size Construction plans
BOARD OF TRUSTEES I.U.O.E. LOCAL 98 ANNUITY FUND
I.U.O.E. LOCAL 98 ANNUITY FUND
$93.7M · 1,361 participants
C.W. MATTHEWS CONTRACTING COMPANY, INC.
C.W. MATTHEWS CONTRACTING COMPANY, INC. 401(K) PLAN
$94.3M · 1,747 participants
DUNN INVESTMENT COMPANY
DUNN INVESTMENT COMPANY 401(K) PLAN
$94.7M · 2,030 participants
LABORERS' LOCAL #157 PENSION FUND
LABORERS' LOCAL #157 PENSION FUND
$93.0M · 591 participants
TEICHERT, INC.
TEICHERT, INC. STOCK BONUS PLAN
$94.9M · 958 participants
PECKHAM INDUSTRIES, INC.
PECKHAM INDUSTRIES, INC. DEFERRED COMPENSATION PROFIT SHARING THRIFT PLAN
$91.4M · 711 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants