What public Form 5500 filings show about the Vertex PT Specialists, LLC 401(k) plan — and how to find and check your own account.
Vertex PT Specialists, LLC (EIN 81-0998453) reports VERTEX PT SPECIALISTS 401(K) PLAN on its most recent Form 5500, with $687K in plan assets across 15 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 PT Specialists, LLC filing — schedules, fees, and providers.
Vertex PT Specialists, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Vertex PT Specialists, LLCHR for the recordkeeper’s name and login.
