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Original filing (PDF)20251015095510NAL0004234177001
THE VERTEX COMPANIES, LLC
Form 5500
FILING_RECEIVED
THE VERTEX COMPANIES, LLC 401K PLAN
401(k) retirement plan
Active participants
588
Accounts w/ balance
791
Plan assets (EOY)
$117.7M
Net assets (EOY)
$117.7M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (2 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE VERTEX COMPANIES, LLC.
Plan sponsor
Name
THE VERTEX COMPANIES, LLC
EIN
20-3724403
Address
400 LIBBEY PARKWAY · WEYMOUTH, MA · 02189
Phone
(781) 952-6000
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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MINSK GOULD TATTRIE& LUSSIER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $12K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $15K | — |
Investments
32 direct securities· $116.6M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $18.1M | 15.4% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $9.2M | 7.8% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $8.8M | 7.5% | |
| COLUMBIA DIVIDEND INCOME I3 | Registered Investment Companies | — | — | $7.1M | 6.0% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $6.9M | 5.9% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $6.0M | 5.1% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $5.4M | 4.6% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $5.2M | 4.4% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $5.0M | 4.2% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $4.3M | 3.7% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $3.9M | 3.3% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $3.6M | 3.0% | |
| DFA US VECTOR EQ FD INST | Registered Investment Companies | — | — | $3.6M | 3.0% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $3.5M | 3.0% | |
| AMERICAN FUNDS CAP INC BLDR R6 | Registered Investment Companies | — | — | $3.5M | 3.0% | |
| T. ROWE PRICE HEALTH SCI I | Registered Investment Companies | — | — | $3.1M | 2.6% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $2.6M | 2.2% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $2.4M | 2.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.9M | 1.6% | |
| PUTNAM SM CAP GWTHR6 | Registered Investment Companies | — | — | $1.8M | 1.5% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $1.7M | 1.4% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $1.3M | 1.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.2M | 1.1% | |
| PGIM GLOBAL TOTAL RTN R6 | Registered Investment Companies | — | — | $1.2M | 1.1% | |
| HARTFORD CORE EQUITY FUND R6 | Registered Investment Companies | — | — | $1.1M | 0.9% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $870K | 0.7% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $722K | 0.6% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $679K | 0.6% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $603K | 0.5% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $588K | 0.5% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $585K | 0.5% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $465K | 0.4% |