Robert Colozzo signed Vecellio Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vecellio Group, Inc.'s EIN is 22-3884861.
Download the official 2024 Form 5500 (PDF) for Vecellio Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vecellio Group, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $137K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $15K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard LifeStrategy Convervative Growth Fund Inv | Mutual Funds | — | — | $24.9M | 26.5% | |
| Mainstay Winslow Large Cap Growth R6 | Other securities | — | — | $13.6M | 14.4% | |
| Vanguard 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $10.7M | 11.4% | |
| Vanguard LifeStrategy Growth Investment Inv | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $3.7M | 4.0% | |
| Vanguard LifeStrategy Moderate Growth | Mutual Funds | — | — | $3.7M | 3.9% | |
| American Funds Washington Mutual Investors Fund Class R6 | Mutual Funds | — | — | $2.9M | 3.0% | |
| Victory Capital Sycamore Established Value I | Other securities | — | — | $2.7M | 2.9% | |
| Loans to participants, interest rates ranging from * Notes receivable from participants - | Participant loans | — | — | $2.5M | 2.7% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $2.2M | 2.4% | |
| Vanguard Total International Stock Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.7M | 1.8% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $1.5M | 1.6% | |
| Allspring Global Investments Special Small Cap Value R6 | Other securities | — | — | $1.4M | 1.5% | |
| Vanguard LifeStrategy Income Investment Inv | Mutual Funds | — | — | $1.3M | 1.4% | |
| Vanguard Extended Market Index Admiral Shares | Mutual Funds | — | — | $1.2M | 1.3% | |
| American Funds EuroPacific Growth Fund R6 | Mutual Funds | — | — | $1.2M | 1.3% | |
| Invesco Small Cap Growth Fund Class R6 | Mutual Funds | — | — | $1.1M | 1.2% | |
| MassMutual Mid Cap Growth Class I | Other securities | — | — | $776K | 0.8% | |
| Massachusetts Financial Services International Intrinsic Value Fund R6 | Other securities | — | — | $748K | 0.8% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $626K | 0.7% | |
| American Century Investments Inflation Adjusted Bond R5 | Other securities | — | — | $440K | 0.5% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $119K | 0.1% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $115K | 0.1% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $77K | <0.1% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $72K | <0.1% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $61K | <0.1% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $55K | <0.1% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $35K | <0.1% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $27K | <0.1% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $24K | <0.1% | |
| Vanguard Target Retirement 2070 Inv | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
