Plan Sponsor signed Velsera Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Velsera Inc.'s EIN is 88-2567400.
Download the official 2024 Form 5500 (PDF) for Velsera Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Velsera Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $45K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T ROWE PRICE RETIREMENT 2050 TR E T. ROWE PRICE · EIN 30-6303214 / PN 000 | Common Collective Trust | — | — | $2.9M | 22.3% | |
| T ROWE PRICE RETIREMENT 2055 TR E T. ROWE PRICE · EIN 35-6941728 / PN 000 | Common Collective Trust | — | — | $2.2M | 16.5% | |
| Fidelity 500 Index Mutual fund | Common Collective Trusts | — | — | $1.5M | 11.4% | |
| T ROWE PRICE RETIREMENT 2045 TR E T. ROWE PRICE · EIN 32-6199848 / PN 000 | Common Collective Trust | — | — | $1.3M | 9.5% | |
| T ROWE PRICE RETIREMENT 2040 TR E T. ROWE PRICE · EIN 35-6941729 / PN 000 | Common Collective Trust | — | — | $1.2M | 9.2% | |
| T ROWE PRICE RETIREMENT 2035 TR E T. ROWE PRICE · EIN 36-7595013 / PN 000 | Common Collective Trust | — | — | $1.1M | 8.4% | |
| T ROWE PRICE RETIREMENT 2060 TR E T. ROWE PRICE · EIN 47-1088316 / PN 000 | Common Collective Trust | — | — | $712K | 5.4% | |
| T ROWE PRICE RETIREMENT 2030 TR E T. ROWE PRICE · EIN 38-7010946 / PN 000 | Common Collective Trust | — | — | $679K | 5.1% | |
| AB US LARGE CAP GROWTH CIT W SERS L GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $327K | 2.5% | |
| T ROWE PRICE RETIREMENT 2020 TR E T. ROWE PRICE · EIN 36-7594871 / PN 000 | Common Collective Trust | — | — | $167K | 1.3% | |
| Fidelity Mid Cap Index Mutual fund | Mutual Funds | — | — | $155K | 1.2% | |
| Key Guaranteed Portfolio Fund Investment contract | Other securities | — | — | $129K | 1.0% | |
| Fidelity Total International Index Mutual fund | Mutual Funds | — | — | $108K | 0.8% | |
| T ROWE PRICE RETIREMENT 2025 TR E T. ROWE PRICE · EIN 37-6495447 / PN 000 | Common Collective Trust | — | — | $106K | 0.8% | |
| PUTNAM LARGE CAP VALUE TRUST IA PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $104K | 0.8% | |
| Fidelity Small Cap Index Mutual fund | Mutual Funds | — | — | $97K | 0.7% | |
| Fidelity US Bond Index Mutual fund | Mutual Funds | — | — | $81K | 0.6% | |
| T ROWE PRICE RETIREMENT 2005 TR E T. ROWE PRICE · EIN 61-6434302 / PN 000 | Common Collective Trust | — | — | $80K | 0.6% | |
| Goldman Sachs Fs Government R6 Mutual fund | Other securities | — | — | $75K | 0.6% | |
| Mfs Intl Diversification R6 Mutual fund | Mutual Funds | — | — | $51K | 0.4% | |
| T ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE · EIN 85-1763138 / PN 000 | Common Collective Trust | — | — | $50K | 0.4% | |
| PARTICIPANT LOANS VARIOUS | Participant loans | — | $41K | $41K | 0.3% | |
| maturing through 2029 - | Other securities | — | — | $41K | 0.3% | |
| COLUMBIA TRST STBLE HIGH QUAL INC A COLUMBIA CT OR SVF · EIN 87-1854339 / PN 000 | Common Collective Trust | — | — | $23K | 0.2% | |
| Invesco Discovery R6 Mutual fund | Mutual Funds | — | — | $2K | <0.1% | |
| JHancock Bond R6 Mutual fund | Other securities | — | — | $1K | <0.1% | |
| FRANKLIN SMALL CAP VALUE GG TRUST C GREAT GRAY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $364 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
