Kimberly Ballard signed Velocity Clinical Research, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Velocity Clinical Research, Inc.'s EIN is 82-3171064.
Download the official 2024 Form 5500 (PDF) for Velocity Clinical Research, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Velocity Clinical Research, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY PLAN SPONSOR | $110K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENTS | — | CARY, NC | RETAINED BY PLAN SPONSOR | $47K | — |
| FIRST ALLIED INC. | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Idx 2040 Inst Prem | Mutual Funds | — | — | $4.4M | 12.4% | |
| Fidelity Freedom Idx 2045 Inst Prem | Common Collective Trusts | — | — | $4.4M | 12.3% | |
| Fidelity Freedom Idx 2050 Inst Prem | Common Collective Trusts | — | — | $4.2M | 11.8% | |
| Fidelity Freedom Idx 2035 Inst Prem | Common Collective Trusts | — | — | $3.7M | 10.3% | |
| Fidelity Freedom Idx 2055 Inst Prem | Common Collective Trusts | — | — | $3.5M | 9.7% | |
| Fidelity Freedom Idx 2060 Inst Prem | Common Collective Trusts | — | — | $2.7M | 7.5% | |
| Fidelity Freedom Idx 2030 Inst Prem | Common Collective Trusts | — | — | $2.6M | 7.2% | |
| Fidelity 500 Index Fd | Common Collective Trusts | — | — | $1.8M | 5.0% | |
| Fidelity Freedom Idx 2025 Inst Prem | Common Collective Trusts | — | — | $1.7M | 4.8% | |
| Fidelity Freedom Idx 2015 Inst Prem | Common Collective Trusts | — | — | $1.1M | 3.0% | |
| Fidelity Freedom Idx 2065 Inst Prem | Common Collective Trusts | — | — | $973K | 2.7% | |
| Fidelity Freedom Idx 2020 Inst Prem | Common Collective Trusts | — | — | $691K | 1.9% | |
| Nuveen Lrg Cap Grwth Idx I | Common Collective Trusts | — | — | $659K | 1.9% | |
| through December 2047 | Other securities | — | — | $499K | 1.4% | |
| JP Morgan US Govt MMkt Cap Cl | Other securities | — | — | $329K | 0.9% | |
| Vanguard Value Index Fd Adm | Mutual Funds | — | — | $268K | 0.8% | |
| Vanguard MidCap Grwth Ind Adm | Mutual Funds | — | — | $266K | 0.7% | |
| T Rowe Price Blue Chip Grth I | Mutual Funds | — | — | $226K | 0.6% | |
| American Cent SC Growth R6 | Other securities | — | — | $205K | 0.6% | |
| Vanguard Mid-Cap Val Index Adm | Mutual Funds | — | — | $173K | 0.5% | |
| Vanguard Sm Cap Val Ind (Adm) | Mutual Funds | — | — | $155K | 0.4% | |
| Vanguard Strategic Equity | Mutual Funds | — | — | $124K | 0.3% | |
| Columbia Global Tech Gr Inst 3 | Other securities | — | — | $115K | 0.3% | |
| American New Perspective R6 | Other securities | — | — | $110K | 0.3% | |
| Fidelity International Idx Fd | Common Collective Trusts | — | — | $105K | 0.3% | |
| Fidelity Freedom Idx 2010 Inst Prem | Common Collective Trusts | — | — | $92K | 0.3% | |
| Vanguard Explorer Fund Adm | Mutual Funds | — | — | $84K | 0.2% | |
| American Balanced Fund R6 | Other securities | — | — | $81K | 0.2% | |
| T Rowe Price Value Fund I | Mutual Funds | — | — | $73K | 0.2% | |
| Vanguard Cash Reserves Federal Money Market Fund Admiral | Mutual Funds | — | — | $60K | 0.2% | |
| Vanguard Core Bond Admiral | Mutual Funds | — | — | $58K | 0.2% | |
| T Rowe Price Health Sciences I | Mutual Funds | — | — | $53K | 0.1% | |
| Western Asset Core Plus Bd IS | Other securities | — | — | $51K | 0.1% | |
| American New World Fund R6 | Other securities | — | — | $51K | 0.1% | |
| Dodge & Cox Intl Stock I | Mutual Funds | — | — | $45K | 0.1% | |
| Nuveen Real Estate Sec Inst | Mutual Funds | — | — | $35K | <0.1% | |
| Invesco Small Cap Equity Fd R6 | Mutual Funds | — | — | $22K | <0.1% | |
| Black Rock Total Return Fund | Other securities | — | — | $12K | <0.1% | |
| Undiscovered Mgrs Behav Val R6 | Other securities | — | — | $10K | <0.1% | |
| PGIM Global Tot Ret R6 | Other securities | — | — | $3K | <0.1% | |
| DFA Inflation-Protect Secs I | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| EL SEGUNDO, CA |
| RETAINED BY PLAN SPONSOR |
| $18K |
| — |
