Velox Valuations LLC 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Velox Valuations LLC
  • Sponsor EIN: 844430975
  • Sponsor Address: 704 SOUTH STATE ROAD 135, GREENWOOD, IN, 46143
  • Plan Type: 401(k)
  • Plan Number: 001
  • Total Participants: 90
  • Total Assets: $3.9M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202590$3.9M$0$0
202462$3.3M$153,026$328,365
202361$3.0M$121,301$255,406
202263$2.7M$190,349$422,282