How big is Board and Vellum, LLC's plan?

Board and Vellum, LLC's plan reported $3.3M in assets and 29 participants for 2025.

Original filing (PDF)20260316215019NAL0001394115001

Board and Vellum, LLC

Name: Board and Vellum, LLC — Board and Vellum 401(k) Plan, Form 5500 (2025)
Creator: Board and Vellum, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Board and Vellum 401(k) Plan

401(k) retirement plan · Board and Vellum, LLC's Board and Vellum 401(k) Plan held $3.3M in plan assets for 29 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

JEFF Pelletier signed Board and Vellum, LLC's 2025 Form 5500 as plan administrator.

JEFF Pelletier — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Board and Vellum, LLC's EIN is 27-5565006.

EIN 27-5565006

Plan number 001

Plan year 2025

ACK ID 20260316215019NAL0001394115001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Board and Vellum, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Board and Vellum, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOARD AND VELLUM, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score