Veltri, Inc.'s EIN is 25-1493003.
Download the official 2024 Form 5500 (PDF) for Veltri, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Veltri, Inc.'s plan includes profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | MALVERN, PA | RECORDKEEPER | $28K | — |
| ASCENSUS LLC | 11-3665754 | DRESHER, PA | RECORDKEEPER | $60 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTH ADVISORY GROUP,INC |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD LIFESTRATEGY CONSV GROWTH VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Pooled Separate Account | — | — | $2.2M | 22.9% | |
| VANGUARD LIFESTRATEGY MODERATE GR VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Pooled Separate Account | — | — | $1.2M | 12.1% | |
| VANGUARD EQUITY INCOME INV VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Pooled Separate Account | — | — | $834K | 8.7% | |
| T.ROWE PRICE BLUE CHIP GROWTH INV VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Pooled Separate Account | — | — | $733K | 7.6% | |
| ALLSPRING SPECIAL MID CAP R6 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Pooled Separate Account | — | — | $487K | 5.1% | |
| VANGUARD TARGET RETIREMENT 2030 INV VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Pooled Separate Account | — | — | $349K | 3.6% | |
| VANGUARD SMALL-CAP INDEX INV VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Pooled Separate Account | — | — | $314K | 3.3% | |
| VANGUARD GROWTH AND INCOME ADM VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Pooled Separate Account | — | — | $302K | 3.2% | |
| VANGUARD TARGET RETIREMENT 2035 INV VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Pooled Separate Account | — | — | $302K | 3.2% | |
| Participant Loans | Participant loans | — | — | $285K | 3.0% | |
| METLIFE GAC-25053 CLASS 0 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Pooled Separate Account | — | — | $279K | 2.9% | |
| VANGUARD TARGET RETIREMENT 2025 INV VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Pooled Separate Account | — | — | $244K | 2.6% | |
| VANGUARD TOTAL WORLD STOCK INDEX AD VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Pooled Separate Account | — | — | $242K | 2.5% | |
| VANGUARD TARGET RETIREMENT 2045 INV VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Pooled Separate Account | — | — | $239K | 2.5% | |
| VANGUARD LIFESTRATEGY GROWTH INV VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Pooled Separate Account | — | — | $228K | 2.4% | |
| VANGUARD 500 INDEX INV VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Pooled Separate Account | — | — | $194K | 2.0% | |
| VANGUARD TARGET RETIREMENT 2055 INV VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Pooled Separate Account | — | — | $191K | 2.0% | |
| VANGUARD TARGET RETIREMENT 2050 INV VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Pooled Separate Account | — | — | $165K | 1.7% | |
| VANGUARD TARGET RETIREMENT 2040 INV VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Pooled Separate Account | — | — | $100K | 1.0% | |
| VANGUARD LIFESTRATEGY INCOME INV VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Pooled Separate Account | — | — | $97K | 1.0% | |
| ALLSPRING CORE BOND R6 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Pooled Separate Account | — | — | $89K | 0.9% | |
| VANGUARD TARGET RETIREMENT 2020 INV VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Pooled Separate Account | — | — | $80K | 0.8% | |
| VANGUARD TARGET RETIREMENT 2060 INV VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Pooled Separate Account | — | — | $77K | 0.8% | |
| VANGUARD WELLESLEY INCOME INV VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Pooled Separate Account | — | — | $63K | 0.7% | |
| VANGUARD TARGET RETIREMENT 2065 INV VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Pooled Separate Account | — | — | $56K | 0.6% | |
| GOLDMAN SACHS SM CAP VAL INSIGHTSR6 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Pooled Separate Account | — | — | $39K | 0.4% | |
| VANGUARD TARGET RETIREMENT INCOME VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Pooled Separate Account | — | — | $37K | 0.4% | |
| JPMORGAN EQUITY INCOME R5 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Pooled Separate Account | — | — | $34K | 0.4% | |
| VANGUARD SHORT-TERM INVEST GRADE VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Pooled Separate Account | — | — | $33K | 0.3% | |
| AMERICAN FUNDS EUROPACIFIC GR R5 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Pooled Separate Account | — | — | $29K | 0.3% | |
| MFS INTERNATIONAL INTRINSIC VALUER6 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Pooled Separate Account | — | — | $28K | 0.3% | |
| JANUS HENDERSON TRITON N VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Pooled Separate Account | — | — | $22K | 0.2% | |
| GLENMEDE LARGE CAP GROWTH VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Pooled Separate Account | — | — | $13K | 0.1% | |
| VANGUARD TARGET RETIREMENT 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Pooled Separate Account | — | — | $2K | <0.1% | |
| VANGUARD MID-CAP GROWTH INV VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Pooled Separate Account | — | — | $1K | <0.1% | |
| MFS MID CAP GROWTH R6 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Pooled Separate Account | — | — | $915 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 23-2739506 |
| BERWYN, PA |
| FINANCIAL ADVISOR |
| $31K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ATLANTIC PENSION SERVICES, INC. | 23-2942715 | KENNETT SQUARE, PA | PLAN ADMINISTRATOR | $16K | — |
