· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
VELTMAN INVESTMENT SERVICES, LLC — VELTMAN INVESTMENT SERVICES, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250708110538NAL0010821442001
VELTMAN INVESTMENT SERVICES, LLC
Form 5500-SF
FILING_RECEIVED
VELTMAN INVESTMENT SERVICES, LLC 401(K) PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
VELTMAN INVESTMENT SERVICES, LLC
.
Find decision makers
Plan sponsor
Name
VELTMAN INVESTMENT SERVICES, LLC
EIN
38-3269323
Address
741 E. BELTLINE AVENUE NE · GRAND RAPIDS, MI · 49525
Phone
(616) 774-2281
Industry
Finance & Insurance
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
2025-07-08
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
LESLIE ROPER DAY & ASSOCIATES
LESLIE ROPER DAY & ASSOCIATES PROFIT SHARING 401(K) PLAN & TRUST
$1.4M · 7 participants
BEUTE & BLILEY, INC.
BEUTE & BLILEY, INC. 401(K) PROFIT SHARING PLAN
$1.4M · 6 participants
WP FINANCIAL, LLC
WP FINANCIAL, LLC 401(K) PROFIT SHARING PLAN
$1.4M · 10 participants
HPH FINANCIAL CORP DBA TRILOGY WEALTH ADVISORS
TRILOGY WEALTH ADVISORS 401(K) PLAN
$1.4M · 10 participants
LARRY D. QUEEN
LARRY D. QUEEN 401(K) AND PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.4M · 5 participants
LOREENG, INC.
WEALTHWISE FINANCIAL 401(K) PLAN
$1.4M · 3 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants
