Plan Snapshot
- Plan Sponsor: Velosio, LLC
- Sponsor EIN: 823716350
- Sponsor Address: 5747 PERIMETER DR., SUITE 200, DUBLIN, OH, 43017
- Plan Type: 401(k)
- Total Participants: 303
- Total Assets: $57.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 303 | $57.6M | $1.2M | $4.9M |
| 2023 | 348 | $47.7M | $1.2M | $4.5M |
| 2022 | 348 | $37.6M | $933,810 | $3.9M |
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 |
|---|---|---|---|---|
| WINDES, INC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDES, INC — 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 | $100,160 | $48,625 | — | — | — |
| 2023 | $77,608 | $39,481 | — | — | — |
| 2022 | $82,782 | — | — | — | — |