Plan Snapshot
- Plan Sponsor: Vecellio Group, INC.
- Sponsor EIN: 223884861
- Sponsor Address: 1645 N CONGRESS AVE, WEST PALM BEACH, FL, 33409
- Plan Type: 401(k)
- Total Participants: 1,171
- Total Assets: $93.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,171 | $93.9M | $2.2M | $6.5M |
| 2023 | 1,157 | $84.3M | $2.1M | $6.3M |
| 2022 | 1,154 | $74.9M | $1.9M | $6.2M |
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 |
|---|---|---|---|---|
| TEMPLETON AND COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TEMPLETON AND COMPANY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $151,221 | $14,594 | — | — | — |
| 2023 | $197,110 | $62,255 | — | — | — |
| 2022 | $191,943 | — | $191,943 | — | — |