# Velocity Commercial Capital 401k Pl 401(k) Plan
Source: https://planprovider.pro/companies/velocity-commercial-capital-llc-401k-plan

> Velocity Commercial Capital 401k Pl's 401(k) plan: 289 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Velocity Commercial Capital 401k Pl

- **Sponsor EIN:** 201193192

- **Sponsor Address:** 30699 RUSSELL RANCH ROAD, SUITE 295, WESTLAKE VILLAGE, CA, 91362

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

- **Total Participants:** 289

- **Total Assets:** $22.2M

## 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|289|$22.2M|$1.2M|$3.0M|

| 2023|232|$17.0M|$955,581|$2.3M|

| 2022|186|$11.9M|$957,882|$2.1M|

## 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|

| TRANSAMERICA LIFE INSURANCE COMPANY|RECORD KEEPER|$105,121|—|$105,121|

| VOYA RETIREMENT INSURANCE & ANNUITY|SERVICE PROVIDER|$73,774|—|$73,774|

| LONGEVITY CAPITAL MANAGEMENT LLC|SERVICE PROVIDER|$13,382|$45,237|$58,619|

| LPL FINANCIAL CORPORATION|ADVISOR|$5,500|—|$5,500|

| PENSION ASSURANCE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRANSAMERICA LIFE INSURANCE COMPANY](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $243,014

- **Estimated Expense Ratio:** 1.093% 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|$132,353|—|$116,353|—|—|

| 2023|$184,648|—|—|—|—|

| 2022|$88,069|$88,069|—|—|—|

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