# Velocity, A Managed Services Company, INC. 401(k) Plan
Source: https://planprovider.pro/companies/velocity-a-managed-services-company-401k-plan

> Velocity, A Managed Services Company, INC.'s 401(k) plan: 489 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Velocity, A Managed Services Company, INC.

- **Sponsor EIN:** 203677651

- **Sponsor Address:** 6936 SPRING VALLEY DRIVE, HOLLAND, OH, 43528

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

- **Total Participants:** 489

- **Total Assets:** $13.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|489|$13.0M|$1.0M|$1.9M|

| 2023|441|$9.6M|$900,836|$1.5M|

| 2022|737|$7.4M|$905,357|$1.6M|

## 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|

| STANCORP FINANCIAL GROUP|NONE|$56,973|—|$56,973|

| VENTURE VISIONARY PARTNERS LLC|NONE|$40,309|—|$40,309|

| REHMANN ROBSON LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [VENTURE VISIONARY PARTNERS LLC](https://planprovider.pro/provider/venture-visionary-partners) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $97,282

- **Estimated Expense Ratio:** 0.751% 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|$97,283|$40,309|$56,974|—|—|

| 2023|$73,385|$26,773|$46,612|—|—|

| 2022|$42,804|$5,027|—|—|—|

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