Original filing (PDF)20250418105227NAL0001362963001

VELIS ASSOCIATES, INC.

Name: VELIS ASSOCIATES, INC. — VELIS GROUP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: VELIS ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

VELIS GROUP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VELIS ASSOCIATES, INC..

Plan sponsor

Name

VELIS ASSOCIATES, INC.

EIN

32-0011193

Address

151 SOUTH 14TH STREET · LINDENHURST, NY · 11757

Phone

(631) 225-4220

Industry

Other Services (ex. Public Admin)see 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

2025-04-18

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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