How big is Velocity Portfolio Group Inc.'s plan?

Velocity Portfolio Group Inc.'s plan reported $5.0M in assets and 64 participants for 2025.

Original filing (PDF)20260410121556NAL0011489921001

Velocity Portfolio Group Inc.

Name: Velocity Portfolio Group Inc. — Velocity Portfolio, Form 5500 (2025)
Creator: Velocity Portfolio Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Velocity Portfolio Group Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Velocity Portfolio Group Inc.'s Velocity Portfolio Group Inc. 401(k) Profit Sharing Plan & Trust held $5.0M in plan assets for 64 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

People on this filing

JILL Tripodi signed Velocity Portfolio Group Inc.'s 2025 Form 5500 as plan administrator.

JILL Tripodi — 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

Velocity Portfolio Group Inc.'s EIN is 86-2122013.

EIN 86-2122013

Plan number 001

Plan year 2025

ACK ID 20260410121556NAL0011489921001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Velocity Portfolio Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

Plan health score

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off