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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

VERTEX, INC. 401(k) Plan

What public Form 5500 filings show about the VERTEX, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$445.2M
Participants
1,458
Plans on file
1

The VERTEX, INC. 401(k) on its latest Form 5500

VERTEX, INC. (EIN 23-2081753) reports VERTEX, INC. 401(K) PLAN on its most recent Form 5500, with $445.2M in plan assets across 1,458 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full VERTEX, INC. filing — schedules, fees, and providers.

Who runs the VERTEX, INC. 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your VERTEX, INC. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS.

How to check your VERTEX, INC. 401(k)

  • Log in to Fidelity’s participant portal (the site on your statements).
  • Ask VERTEX, INC. HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: VERTEX, INC. — all Form 5500 filings (EIN 23-2081753) · Pennsylvania employer EIN lookup · Form 5500 search
VERTEX, INC. 401(k) Plan — Form 5500