Velosio, LLC's EIN is 82-3716350.
Download the official 2024 Form 5500 (PDF) for Velosio, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Velosio, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | 04-2647786 | — | RECORDKEEPER | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISORS LLC | 84-0858799 | — | ADVISOR | $49K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fid 500 Index Mutual Fund | Common Collective Trusts | — | — | $10.4M | 18.1% | |
| AF Trgt Date 2035 R6 Mutual Fund | Other securities | — | — | $5.5M | 9.6% | |
| Fid Mid Cap Idx Mutual Fund | Common Collective Trusts | — | — | $4.6M | 7.9% | |
| AF Trgt Date 2030 R6 Mutual Fund | Other securities | — | — | $3.5M | 6.2% | |
| AF Trgt Date 2050 R6 Mutual Fund | Other securities | — | — | $2.9M | 5.0% | |
| MM Small Cap Opp I Mutual Fund | Other securities | — | — | $2.8M | 4.8% | |
| AF Trgt Date 2040 R6 Mutual Fund | Other securities | — | — | $2.5M | 4.3% | |
| AF Trgt Date 2045 R6 Mutual Fund | Other securities | — | — | $2.4M | 4.1% | |
| Fid Intl Index Mutual Fund | Mutual Funds | — | — | $2.3M | 4.0% | |
| Harbor Cap App Inst Mutual Fund | Other securities | — | — | $2.2M | 3.8% | |
| AF Trgt Date 2055 R6 Mutual Fund | Other securities | — | — | $1.6M | 2.8% | |
| Fid St Tr Bd Idx Mutual Fund | Common Collective Trusts | — | — | $1.6M | 2.8% | |
| Fid Intm Tr Bd Idx Mutual Fund | Common Collective Trusts | — | — | $1.5M | 2.5% | |
| Putnam Glb Tech R6 Mutual Fund | Mutual Funds | — | — | $1.3M | 2.2% | |
| AF Trgt Date 2025 R6 Mutual Fund | Other securities | — | — | $1.0M | 1.8% | |
| Fid Total Mkt Idx Mutual Fund | Common Collective Trusts | — | — | $949K | 1.6% | |
| AF Trgt Date 2060 R6 Mutual Fund | Other securities | — | — | $833K | 1.4% | |
| AB Global Bond Z Mutual Fund | Other securities | — | — | $789K | 1.4% | |
| Fidelity Self-Directed Interest-bearing Cash, Brokeragelink Common Stock, Mutual Accounts Funds, and Stock Options | Self-Directed Brokerage | — | — | $777K | 1.3% | |
| Fid Govt Mmkt Money Market Fund | Mutual Funds | — | — | $770K | 1.3% | |
| J H Glb Life Sci T Mutual Fund | Other securities | — | — | $746K | 1.3% | |
| Dodge & Cox Stock I Mutual Fund | Mutual Funds | — | — | $700K | 1.2% | |
| Notes receivable from participants 4.25% - 9.50% | Bonds / Notes | — | — | $547K | 0.9% | |
| Voya Interm Bond R6 Mutual Fund | Other securities | — | — | $508K | 0.9% | |
| Invs Intl Smmd Co R6 Mutual Fund | Common Stocks | — | — | $456K | 0.8% | |
| JPM Mid Cap Grth R6 Mutual Fund | Other securities | — | — | $436K | 0.8% | |
| AF Trgt Date 2010 R6 Mutual Fund | Other securities | — | — | $395K | 0.7% | |
| Fid Emrg Mkts Idx Mutual Fund | Common Collective Trusts | — | — | $395K | 0.7% | |
| Blkrk High Yld K Mutual Fund | Other securities | — | — | $394K | 0.7% | |
| AF Cap Inc Bldr R6 Mutual Fund | Common Stocks | — | — | $272K | 0.5% | |
| AF Trgt Date 2020 R6 Mutual Fund | Other securities | — | — | $268K | 0.5% | |
| Invs Gold Spl Min R6 Mutual Fund | Other securities | — | — | $251K | 0.4% | |
| FA Energy I Mutual Fund | Other securities | — | — | $249K | 0.4% | |
| J H Balanced I Mutual Fund | Other securities | — | — | $224K | 0.4% | |
| Fid US Bond Idx Mutual Fund | Common Collective Trusts | — | — | $218K | 0.4% | |
| Fid Infl Pr Bd Idx Mutual Fund | Common Collective Trusts | — | — | $146K | 0.3% | |
| Pim Total Rt Inst Mutual Fund | Other securities | — | — | $142K | 0.2% | |
| DWS R Real Estate R6 Mutual Fund | Other securities | — | — | $141K | 0.2% | |
| AF Trgt Date 2015 R6 Mutual Fund | Other securities | — | — | $106K | 0.2% | |
| FA Stk Sel Mid Cap I Mutual Fund | Other securities | — | — | $99K | 0.2% | |
| AM Cent Sm Cap Gr R6 Mutual Fund | Other securities | — | — | $92K | 0.2% | |
| AF Trgt Date 2065 R6 Mutual Fund | Other securities | — | — | $90K | 0.2% | |
| Ld Abt Sh Drtn Inc I Mutual Fund | Common Stocks | — | — | $89K | 0.2% | |
| AF New World R6 Mutual Fund | Other securities | — | — | $63K | 0.1% | |
| Blkrk Impact Mtg Is Mutual Fund | Other securities | — | — | $57K | <0.1% | |
| TRP Ld Infl Foc Bd I Mutual Fund | Other securities | — | — | $53K | <0.1% | |
| MGL Asset Str I Mutual Fund | Other securities | — | — | $47K | <0.1% | |
| NB Real Estate R6 Mutual Fund | Other securities | — | — | $37K | <0.1% | |
| TRP Glb Mlt-Sec Bd I Mutual Fund | Other securities | — | — | $20K | <0.1% | |
| FA Utilities I Mutual Fund | Other securities | — | — | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
