Vortex Employees 401(k) Plan
Sponsored by Vortex Industries, Llc · EIN 952761304 · Plan #001
- Total assets
- $37.5M
- Net assets
- $37.4M
- Active participants
- 1,040
- With balances
- 839
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $63,184 |
| Gallagher Fiduciary Advisors Llc | Consulting (general), Investment advisory (plan) | $30,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $16,772 |
| Lance Soll & Lunghard, Llp | Accounting | $15,500 |