# Veltri, INC. 401(k) Plan
Source: https://planprovider.pro/companies/veltri-inc-plan

> Veltri, INC.'s 401(k) plan: 170 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Veltri, INC.

- **Sponsor EIN:** 251493003

- **Sponsor Address:** 7 NESHAMINY INTERPLEX DRIVE, FEASTERVILLE-TREVOSE, PA, 19053

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

- **Total Participants:** 170

- **Total Assets:** $9.6M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|170|$9.6M|$714,635|$341,455|

| 2023|245|$9.2M|$753,995|$390,222|

| 2022|235|$8.3M|$730,725|$370,343|

## 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|

| WEALTH ADVISORY GROUP,INC|FINANCIAL ADVISOR|$30,656|—|$30,656|

| THE VANGUARD GROUP, INC.|RECORDKEEPER|$28,357|—|$28,357|

| ATLANTIC PENSION SERVICES, INC.|PLAN ADMINISTRATOR|$15,542|—|$15,542|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $74,555

- **Estimated Expense Ratio:** 0.778% 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|$54,760|—|$54,760|—|—|

| 2023|$37,698|—|$37,698|—|—|

| 2022|$28,901|—|$28,901|—|—|

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