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Original filing (PDF)20250815120832NAL0005872723001
VERTEX, INC.
Form 5500
FILING_RECEIVED
VERTEX, INC. 401(K) PLAN
401(k) retirement plan
Active participants
1,458
Accounts w/ balance
1,826
Plan assets (EOY)
$445.2M
Net assets (EOY)
$445.2M
How this plan invests
This plan
1 pooled trust
Schedule D
29 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 (3 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VERTEX, INC..
Plan sponsor
Name
VERTEX, INC.
EIN
23-2081753
Address
2301 RENAISSANCE BLVD. · KING OF PRUSSIA, PA · 19406
Phone
(610) 640-4200
Industry
Software Publishers· Information / Tech / Mediasee 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
2025-08-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $21K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $132K | — |
Investments
29 direct securities · 1 pooled fund· $445.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$443.2M
29 holdings
Common Collective Trust
$1.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $64.5M | 14.5% | |
| Fidelity Investments Fidelity Large Cap Growth Index Fund | — | — | — | $45.1M | 10.1% | |
| Fidelity Investments Fidelity Freedom Index 2035 Fund Investor Class | — | — | — | $34.2M | 7.7% | |
| Vanguard Funds Vanguard PRIMECAP Fund Admiral Shares | — | — | — | $30.3M | 6.8% | |
| Fidelity Investments Fidelity Freedom Index 2040 Fund Investor Class | — | — | — | $25.2M | 5.7% | |
| Fidelity Investments Fidelity Freedom Index 2030 Fund Investor Class | — | — | — | $21.9M | 4.9% | |
| Fidelity Investments Fidelity Freedom Index 2045 Fund Investor Class | — | — | — | $19.7M | 4.4% | |
| Vanguard Funds Vanguard Federal Money Market Fund | — | — | — | $18.9M | 4.2% | |
| Vanguard Funds Vanguard Wellington Fund Admiral Share | — | — | — | $18.3M | 4.1% | |
| Vanguard Funds Vanguard Windsor II Fund Admiral Shares | — | — | — | $17.7M | 4.0% | |
| Fidelity Investments Fidelity Total International Index Fund | — | — | — | $16.9M | 3.8% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $16.0M | 3.6% | |
| Fidelity Investments Fidelity Total Bond K6 Fund | — | — | — | $13.7M | 3.1% | |
| Fidelity Investments Fidelity Freedom Index 2050 Fund Investor Class | — | — | — | $13.3M | 3.0% | |
| Fidelity Investments Fidelity Freedom Index 2025 Fund Investor Class | — | — | — | $12.5M | 2.8% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | — | — | — | $11.8M | 2.7% | |
| Vanguard Funds Vanguard International Growth Fund Admiral Shares | — | — | — | $11.8M | 2.7% | |
| Fidelity Investments Fidelity Freedom Index 2055 Fund Investor Class | — | — | — | $11.4M | 2.6% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $10.2M | 2.3% | |
| Fidelity Investments Fidelity Freedom Index 2060 Fund Investor Class | — | — | — | $9.3M | 2.1% | |
| Fidelity Investments Fidelity Freedom Index 2020 Fund Investor Class | — | — | — | $4.4M | 1.0% | |
| John Hancock John Hancock Funds Disciplined Value Mid Cap Investments Fund Class R6 | — | — | — | $3.4M | 0.8% | |
| Fidelity Investments Fidelity Freedom Index Income Investor | — | — | — | $3.2M | 0.7% | |
| Plan participants Maturing January 2025 – November 2034 Interest Rates 4.25% - 9.5% | — | — | — | $2.7M | 0.6% | |
| Carillon Tower Advisers, Inc. Carillon Eagle Mid Cap Growth Fund Class I | — | — | — | $2.2M | 0.5% | |
| Vanguard Funds Vanguard Retirement Savings Trust IV ** $ | — | — | — | $1.9M | 0.4% | |
| VANG RET SAV TR IV VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-2186884 / PN 023 | Common Collective Trust | — | — | $1.9M | 0.4% | |
| Dimensional Fund DFA U.S. Small Cap Portfolio Advisors L.P. Institutional Class | — | — | — | $1.7M | 0.4% | |
| Fidelity Investments Fidelity Freedom Index 2065 Fund Investor Class | — | — | — | $923K | 0.2% | |
| Fidelity Investments Fidelity Freedom Index 2015 Fund Investor Class | — | — | — | $3K | <0.1% |
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