CHAD Barker signed Velox Valuations LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Velox Valuations LLC's EIN is 84-4430975.
Download the official 2024 Form 5500 (PDF) for Velox Valuations LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Velox Valuations LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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.
| % of plan | |||
|---|---|---|---|
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | $104K | 46.7% |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | $75K | 33.7% |
| MID CAP VAL II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7312964 / PN 001 | Common Collective Trust | $17K | 7.6% |
| INTERNATIONAL EQ R1 GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | $11K | 4.8% |
| SMALL CAP GR III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126288 / PN 592 | Common Collective Trust | $9K | 3.8% |
| LARGE CAP VAL III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289865 / PN 001 | Common Collective Trust | $8K | 3.4% |
| LARGE CAP VAL III R1 ALLIANCCE BERNSTEIN · EIN 38-7275327 / PN 001 | Common Collective Trust | $0 | <0.1% |
