The Vertex Companies, LLC (EIN 20-3724403) has filed 3 Form 5500 plans with the U.S. Department of Labor, covering $117.7M in plan assets and 1,135 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| The Vertex Companies, LLC 401(k) Plan | 001 | 588 | $117.7M |
| The Vertex Companies, LLC Health and Welfare Benefit Plan | 501 | 547 | $0 |
| Vertex Employee Stock Ownership Plan | 002 | 0 | $0 |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
20-3724403 is the Employer Identification Number (EIN) The Vertex Companies, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Massachusetts EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
