Regina Washington signed Team Velocity Marketing, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Team Velocity Marketing, LLC's EIN is 27-4215568.
Download the official 2024 Form 5500 (PDF) for Team Velocity Marketing, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Team Velocity Marketing, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NYLIFE SECURITIES INC | — | NEW YORK, NY | ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TRP RETIRE 2050 ADV Mutual Fund | Other securities | — | — | $3.2M | 11.9% | |
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $2.6M | 9.6% | |
| TRP RETIRE 2055 ADV Mutual Fund | Other securities | — | — | $2.2M | 8.2% | |
| TRP RETIRE 2040 ADV Mutual Fund | Other securities | — | — | $2.0M | 7.5% | |
| TRP RETIRE 2045 ADV Mutual Fund | Other securities | — | — | $1.9M | 7.0% | |
| TRP BLUE CHIP GR ADV Mutual Fund | Other securities | — | — | $1.7M | 6.4% | |
| TRP RETIRE 2035 ADV Mutual Fund | Other securities | — | — | $1.4M | 5.3% | |
| TRP RETIRE 2060 ADV Mutual Fund | Other securities | — | — | $1.4M | 5.2% | |
| TRP RETIRE 2030 ADV Mutual Fund | Other securities | — | — | $1.1M | 3.9% | |
| DH LARGE CAP I Mutual Fund | Other securities | — | — | $784K | 2.9% | |
| JPM INV GROWTH R6 Mutual Fund 886 JPM MID CAP GRTH R6 Mutual Fund | Other securities | — | — | $710K | 2.6% | |
| FA TECHNOLOGY A Mutual Fund | Other securities | — | — | $665K | 2.4% | |
| FID MID CAP IDX Mutual Fund | Common Collective Trusts | — | — | $575K | 2.1% | |
| IS MSCI EAFE INTL A Mutual Fund | Other securities | — | — | $533K | 2.0% | |
| HTFD CORE EQUITY R4 Mutual Fund | Other securities | — | — | $472K | 1.7% | |
| Varying maturities with interest rates * Participant Loan Security Accounts between 4.25% and 9.50% | Bonds / Notes | — | — | $444K | 1.6% | |
| AM CENT SM CAP GR R6 Mutual Fund | Other securities | — | — | $420K | 1.5% | |
| TRP RETIRE 2065 ADV Mutual Fund | Other securities | — | — | $418K | 1.5% | |
| TRP RETIRE 2010 ADV Mutual Fund 169 TRP RETIRE 2015 ADV Mutual Fund 4 TRP RETIRE 2020 ADV Mutual Fund 4 TRP RETIRE 2025 ADV Mutual Fund | Other securities | — | — | $403K | 1.5% | |
| FID SM CAP IDX Mutual Fund | Common Collective Trusts | — | — | $401K | 1.5% | |
| PGIM TOTAL RTN BD R4 Mutual Fund | Other securities | — | — | $364K | 1.3% | |
| FA SM CAP VAL Z Mutual Fund | Other securities | — | — | $351K | 1.3% | |
| FA INTL CAP APP A Mutual Fund | Other securities | — | — | $323K | 1.2% | |
| HTFD EQUITY INC R4 Mutual Fund | Common Stocks | — | — | $291K | 1.1% | |
| FA EMERGING MKTS A Mutual Fund | Other securities | — | — | $288K | 1.1% | |
| BLKRK COMMDTY STR A Mutual Fund | Other securities | — | — | $273K | 1.0% | |
| HTFD INTL OPPS R4 Mutual Fund | Other securities | — | — | $248K | 0.9% | |
| VRTS NFJ MC VAL A Mutual Fund | Other securities | — | — | $223K | 0.8% | |
| FID GOVT MMKT Money Market Fund | Mutual Funds | — | — | $193K | 0.7% | |
| VT INTL SM CAP A Mutual Fund | Other securities | — | — | $184K | 0.7% | |
| C&S REAL ESTATE A Mutual Fund | Other securities | — | — | $164K | 0.6% | |
| EV INC FUND BOSTON A Mutual Fund | Common Stocks | — | — | $140K | 0.5% | |
| VICT NASDAQ 100 INDX Mutual Fund | Other securities | — | — | $131K | 0.5% | |
| PUTN LG CAP VAL Y Mutual Fund | Other securities | — | — | $123K | 0.5% | |
| FA INVST GRD BOND A Mutual Fund | Other securities | — | — | $110K | 0.4% | |
| AMERICAN BALANCED R4 Mutual Fund | Other securities | — | — | $93K | 0.3% | |
| HTFD WORLD BOND R4 Mutual Fund | Other securities | — | — | $77K | 0.3% | |
| GS INTL EQ INC A Mutual Fund | Common Stocks | — | — | $64K | 0.2% | |
| VICTORY RS GLBL A Mutual Fund | Other securities | — | — | $51K | 0.2% | |
| TRP RETIRE 2005 ADV Mutual Fund | Other securities | — | — | $5K | <0.1% | |
| FID INFL PR BD IDX Mutual Fund | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
