Elizabeth Reed signed Vertex US Holdings, Inc. DBA Vertexone's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vertex US Holdings, Inc. DBA Vertexone's EIN is 26-3006422.
Download the official 2024 Form 5500 (PDF) for Vertex US Holdings, Inc. DBA Vertexone from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vertex US Holdings, Inc. DBA Vertexone's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $43K | — |
| STRATEGIC ADVISORS, INC. |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2025 Fund Class K6 | Mutual Funds | — | — | $5.2M | 14.0% | |
| Fidelity Freedom 2035 Fund Class K6 | Mutual Funds | — | — | $4.3M | 11.5% | |
| Galliard Stable Return Fund C | Other securities | — | — | $4.0M | 10.7% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $4.0M | 10.7% | |
| Fidelity Freedom 2030 Fund Class K6 | Mutual Funds | — | — | $4.0M | 10.6% | |
| Fidelity Freedom 2040 Fund Class K6 | Mutual Funds | — | — | $3.1M | 8.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $3.1M | 8.2% | |
| MFS Growth Fund-R3 | Mutual Funds | — | — | $2.2M | 5.8% | |
| Fidelity Freedom 2050 Fund Class K6 | Mutual Funds | — | — | $1.8M | 4.7% | |
| Fidelity Freedom 2060 Fund Class K6 | Mutual Funds | — | — | $1.1M | 2.8% | |
| Fidelity Freedom 2045 Fund Class K6 | Mutual Funds | — | — | $1.0M | 2.7% | |
| Fidelity Freedom 2020 Fund Class K6 | Mutual Funds | — | — | $1.0M | 2.7% | |
| Fidelity Freedom 2055 Fund Class K6 | Mutual Funds | — | — | $953K | 2.5% | |
| Putnam Large Cap Value Trust Class IA | Mutual Funds | — | — | $917K | 2.4% | |
| PUTN LG CP VAL TR IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $917K | 2.4% | |
| PGIM Total Return Bond Z | Other securities | — | — | $593K | 1.6% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $492K | 1.3% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $485K | 1.3% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $424K | 1.1% | |
| 9.50% with various due dates -0- | Bonds / Notes | — | — | $395K | 1.1% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $391K | 1.0% | |
| American Funds New World Fund Class R-6 | Mutual Funds | — | — | $351K | 0.9% | |
| American Century Mid Cap Value Fund R6 Class | Other securities | — | — | $278K | 0.7% | |
| Blackrock Mid Cap Growth Equity Fund Fee Class L1 | Other securities | — | — | $248K | 0.7% | |
| BR MIDCAP GR EQ L1 GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $248K | 0.7% | |
| Fidelity International Capital Appreciation Fund - Class K6 | Mutual Funds | — | — | $229K | 0.6% | |
| Nuveen Real Estate Securities Fund Class 1 | Mutual Funds | — | — | $187K | 0.5% | |
| Fidelity Freedom 2015 Fund Class K6 | Mutual Funds | — | — | $176K | 0.5% | |
| UM Behavorial Value Fund Class R6 | Other securities | — | — | $146K | 0.4% | |
| Fidelity Freedom 2065 Fund Class K6 | Mutual Funds | — | — | $145K | 0.4% | |
| Fidelity Inflation-Protected Bond Index Fund | Common Collective Trusts | — | — | $129K | 0.3% | |
| CB SMALL CAP GROWTH GREAT GRAY TRUST COMPANY · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $97K | 0.3% | |
| Pimco Income Fund-A | Mutual Funds | — | — | $92K | 0.2% | |
| Fidelity Freedom 2010 Fund Class K6 | Mutual Funds | — | — | $26K | <0.1% | |
| Invesco International Small-Mid Com Y | Mutual Funds | — | — | $8K | <0.1% | |
| Fidelity Government Money Market Fund - Class K6 | Mutual Funds | — | — | $1K | <0.1% | |
| PGIM Global Total Return Fund Class Z | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $8K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WHITLEY PENN LLP | 75-2393478 | — | ACCOUNTANT/AUDITOR | $12K | — |
