How big is Velis Associates, Inc.'s plan?

Velis Associates, Inc.'s plan reported $6.5M in assets and 43 participants for 2025.

Original filing (PDF)20260505091226NAL0000879745001

Velis Associates, Inc.

Name: Velis Associates, Inc. — Velis Group 401(k) Profit, Form 5500 (2025)
Creator: Velis Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Velis Group 401(k) Profit Sharing Plan

401(k) retirement plan · Velis Associates, Inc.'s Velis Group 401(k) Profit Sharing Plan held $6.5M in plan assets for 43 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

People on this filing

Brian Mastroberti signed Velis Associates, Inc.'s 2025 Form 5500 as plan administrator.

Brian Mastroberti — 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

Velis Associates, Inc.'s EIN is 32-0011193.

EIN 32-0011193

Plan number 001

Plan year 2025

ACK ID 20260505091226NAL0000879745001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Velis Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Velis Associates, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VELIS ASSOCIATES, INC..

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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

Knocking points off