Original filing (PDF)20231005150428NAL0028748352001

Velex, Inc.

Name: Velex, Inc. — Velex, Inc. 401(k) Plan, Form 5500 (2022)
Creator: Velex, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Velex, Inc. 401(k) Plan

401(k) retirement plan · Velex, Inc.'s Velex, Inc. 401(k) Plan filed a Form 5500 for plan year 2022, with Fidelity as recordkeeper.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

David Carickhoff-Bankruptcy Trustee signed Velex, Inc.'s 2022 Form 5500 as plan administrator.

David Carickhoff-Bankruptcy Trustee — 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

Velex, Inc.'s EIN is 46-2774079.

EIN 46-2774079

Plan number 001

Plan year 2022

ACK ID 20231005150428NAL0028748352001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Velex, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Velex, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

VELEX, INC.

EIN

all filings

Address

300 DELAWARE AVENUE · SUITE 1100 · WILMINGTON, DE · 19801

Phone

(302) 777-4350

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-01

Filed

2023-10-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$79K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LOCKTON INVESTMENT ADVISORS	20-8874282	—	ADVISOR	$11K	—

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.