# Team Velocity Marketing, LLC 401(k) Plan
Source: https://planprovider.pro/companies/team-velocity-marketing-llc-401k-plan

> Team Velocity Marketing, LLC's 401(k) plan: 745 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Team Velocity Marketing, LLC

- **Sponsor EIN:** 274215568

- **Sponsor Address:** 13825 SUNRISE VALLEY DRIVE, HERNDON, VA, 20171

- **Plan Type:** 401(k)

- **Total Participants:** 745

- **Total Assets:** $27.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|745|$27.2M|$685,670|$2.7M|

| 2023|416|$23.4M|$613,198|$2.3M|

| 2022|361|$17.9M|$537,483|$2.0M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| NYLIFE SECURITIES INC|ADVISOR|—|$98,925|$98,925|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$49,787|—|$49,787|

| E.W. DEPEW, INC.|Auditor|$709|—|$709|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $149,421

- **Estimated Expense Ratio:** 0.549% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$50,496|—|—|$709|—|

| 2023|$3,588|—|—|—|—|

| 2022|$2,725|—|—|—|—|

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