Back to filter
Original filing (PDF)20250514131116NAL0014181379001
VERTRAX, INC.
Form 5500-SF
FILING_RECEIVED
VERTRAX, INC. 401(K) PLAN
401(k) retirement plan
Active participants
12
Accounts w/ balance
15
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VERTRAX, INC..
Plan sponsor
Name
VERTRAX, INC.
EIN
06-1424707
Address
900 CHAPEL STREET · NEW HAVEN, CT · 06510
Phone
(203) 401-6000
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-14
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Professional & Technical Services plans
WAVE3 GROUP LLC
WAVE 3 GROUP 401(K) PLAN
$1.6M · 11 participants
C I O VIEW CORP.
C I O VIEW CORP. PROFIT SHARING PLAN
$1.6M · 4 participants
SPACEFITTERS, LLC
SPACEFITTERS, LLC 401(K) RETIREMENT PLAN
$1.6M · 86 participants
MIDWEST CAD SOLUTIONS, LLC
MIDWEST CAD SOLUTIONS, LLC EMPLOYEE SAVINGS PLAN
$1.6M · 14 participants
SKYTIDE GROUP, LLC
SKYTIDE GROUP 401(K) PLAN
$1.6M · 19 participants
WTC CONSULTING, INC.
WTC CONSULTING, INC. 401(K) PROFIT SHARING PLAN
$1.6M · 2 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B