The Vertex Companies, Llc 401 K Plan
Sponsored by The Vertex Companies, Llc · EIN 203724403 · Plan #001
- Total assets
- $118M
- Net assets
- $118M
- Active participants
- 588
- With balances
- 791
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners | Recordkeeping, Trustee (institutional), Other services | $15,010 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $12,475 |