How big is VELA Wealth Management's plan?

VELA Wealth Management's plan reported $638K in assets and 11 participants for 2024.

Original filing (PDF)20250708082929NAL0010716898001

VELA Wealth Management

Name: VELA Wealth Management — VELA Wealth Management, Form 5500 (2024)
Creator: VELA Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

VELA Wealth Management Retirement Plan

401(k) retirement plan · VELA Wealth Management's VELA Wealth Management Retirement Plan held $638K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$638K

Net assets (EOY)

$638K

People on this filing

Laurie Allen signed VELA Wealth Management's 2024 Form 5500 as plan administrator.

Laurie Allen — 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

VELA Wealth Management's EIN is 92-0473571.

EIN 92-0473571

Plan number 001

Plan year 2024

ACK ID 20250708082929NAL0010716898001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for VELA Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

VELA Wealth Management'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 VELA WEALTH MANAGEMENT.

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Plan health score

Top-tier plan health

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

Helping the score