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Original filing (PDF)20251015123037NAL0002292691001
VELOSIO, LLC
Form 5500
FILING_RECEIVED
VELOSIO, LLC 401(K) PLAN
401(k) retirement plan
Active participants
303
Accounts w/ balance
442
Plan assets (EOY)
$57.6M
Net assets (EOY)
$57.6M
How this plan invests
This plan
51 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VELOSIO, LLC.
Plan sponsor
Name
VELOSIO, LLC
EIN
82-3716350
Address
5747 PERIMETER DR., SUITE 200 · DUBLIN, OH · 43017
Phone
(614) 280-9880
Industry
Professional & Technical Servicessee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WINDES, INC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | 04-2647786 | — | RECORDKEEPER | $52K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISORS LLC | 84-0858799 | — | ADVISOR | $49K | — |
Investments
51 direct securities· $57.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fid 500 Index Mutual Fund | — | — | — | $10.4M | 18.1% | |
| AF Trgt Date 2035 R6 Mutual Fund | — | — | — | $5.5M | 9.6% | |
| Fid Mid Cap Idx Mutual Fund | — | — | — | $4.6M | 7.9% | |
| AF Trgt Date 2030 R6 Mutual Fund | — | — | — | $3.5M | 6.2% | |
| AF Trgt Date 2050 R6 Mutual Fund | — | — | — | $2.9M | 5.0% | |
| MM Small Cap Opp I Mutual Fund | — | — | — | $2.8M | 4.8% | |
| AF Trgt Date 2040 R6 Mutual Fund | — | — | — | $2.5M | 4.3% | |
| AF Trgt Date 2045 R6 Mutual Fund | — | — | — | $2.4M | 4.1% | |
| Fid Intl Index Mutual Fund | — | — | — | $2.3M | 4.0% | |
| Harbor Cap App Inst Mutual Fund | — | — | — | $2.2M | 3.8% | |
| AF Trgt Date 2055 R6 Mutual Fund | — | — | — | $1.6M | 2.8% | |
| Fid St Tr Bd Idx Mutual Fund | — | — | — | $1.6M | 2.8% | |
| Fid Intm Tr Bd Idx Mutual Fund | — | — | — | $1.5M | 2.5% | |
| Putnam Glb Tech R6 Mutual Fund | — | — | — | $1.3M | 2.2% | |
| AF Trgt Date 2025 R6 Mutual Fund | — | — | — | $1.0M | 1.8% | |
| Fid Total Mkt Idx Mutual Fund | — | — | — | $949K | 1.6% | |
| AF Trgt Date 2060 R6 Mutual Fund | — | — | — | $833K | 1.4% | |
| AB Global Bond Z Mutual Fund | — | — | — | $789K | 1.4% | |
| Fidelity Self-Directed Interest-bearing Cash, Brokeragelink Common Stock, Mutual Accounts Funds, and Stock Options | — | — | — | $777K | 1.3% | |
| Fid Govt Mmkt Money Market Fund | — | — | — | $770K | 1.3% | |
| J H Glb Life Sci T Mutual Fund | — | — | — | $746K | 1.3% | |
| Dodge & Cox Stock I Mutual Fund | — | — | — | $700K | 1.2% | |
| Notes receivable from participants 4.25% - 9.50% | — | — | — | $547K | 0.9% | |
| Voya Interm Bond R6 Mutual Fund | — | — | — | $508K | 0.9% | |
| Invs Intl Smmd Co R6 Mutual Fund | — | — | — | $456K | 0.8% | |
| JPM Mid Cap Grth R6 Mutual Fund | — | — | — | $436K | 0.8% | |
| AF Trgt Date 2010 R6 Mutual Fund | — | — | — | $395K | 0.7% | |
| Fid Emrg Mkts Idx Mutual Fund | — | — | — | $395K | 0.7% | |
| Blkrk High Yld K Mutual Fund | — | — | — | $394K | 0.7% | |
| AF Cap Inc Bldr R6 Mutual Fund | — | — | — | $272K | 0.5% | |
| AF Trgt Date 2020 R6 Mutual Fund | — | — | — | $268K | 0.5% | |
| Invs Gold Spl Min R6 Mutual Fund | — | — | — | $251K | 0.4% | |
| FA Energy I Mutual Fund | — | — | — | $249K | 0.4% | |
| J H Balanced I Mutual Fund | — | — | — | $224K | 0.4% | |
| Fid US Bond Idx Mutual Fund | — | — | — | $218K | 0.4% | |
| Fid Infl Pr Bd Idx Mutual Fund | — | — | — | $146K | 0.3% | |
| Pim Total Rt Inst Mutual Fund | — | — | — | $142K | 0.2% | |
| DWS R Real Estate R6 Mutual Fund | — | — | — | $141K | 0.2% | |
| AF Trgt Date 2015 R6 Mutual Fund | — | — | — | $106K | 0.2% | |
| FA Stk Sel Mid Cap I Mutual Fund | — | — | — | $99K | 0.2% | |
| AM Cent Sm Cap Gr R6 Mutual Fund | — | — | — | $92K | 0.2% | |
| AF Trgt Date 2065 R6 Mutual Fund | — | — | — | $90K | 0.2% | |
| Ld Abt Sh Drtn Inc I Mutual Fund | — | — | — | $89K | 0.2% | |
| AF New World R6 Mutual Fund | — | — | — | $63K | 0.1% | |
| Blkrk Impact Mtg Is Mutual Fund | — | — | — | $57K | <0.1% | |
| TRP Ld Infl Foc Bd I Mutual Fund | — | — | — | $53K | <0.1% | |
| MGL Asset Str I Mutual Fund | — | — | — | $47K | <0.1% | |
| NB Real Estate R6 Mutual Fund | — | — | — | $37K | <0.1% | |
| TRP Glb Mlt-Sec Bd I Mutual Fund | — | — | — | $20K | <0.1% | |
| FA Utilities I Mutual Fund | — | — | — | $16K | <0.1% | |
| BR Adv Intl Is Mutual Fund | — | — | — | $13K | <0.1% |
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