Vertex US Holdings, Inc. DBA Vertexone 401(k) Plan

The Vertex US Holdings, Inc. DBA Vertexone 401(k) on its latest Form 5500

Vertex US Holdings, Inc. DBA Vertexone (EIN 26-3006422) reports VERTEXONE 401(K) PLAN on its most recent Form 5500, with $37.5M in plan assets across 279 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 US Holdings, Inc. DBA Vertexone filing — schedules, fees, and providers.

Who runs the Vertex US Holdings, Inc. DBA Vertexone 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 US Holdings, Inc. DBA Vertexone 401(k).

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

How to check your Vertex US Holdings, Inc. DBA Vertexone 401(k)

• Log in to Fidelity’s participant portal (the site on your statements).
• Ask Vertex US Holdings, Inc. DBA Vertexone 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).