How big is Vertriax LLC's plan?

Vertriax LLC's plan reported $606K in assets and 18 participants for 2024.

Original filing (PDF)20251010113240NAL0007622641001

Vertriax LLC

Name: Vertriax LLC — Vertriax LLC 401(k) Plan, Form 5500 (2024)
Creator: Vertriax LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vertriax LLC 401(k) Plan

401(k) retirement plan · Vertriax LLC's Vertriax LLC 401(k) Plan held $606K in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$606K

Net assets (EOY)

$606K

People on this filing

Richard Tatum signed Vertriax LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Vertriax LLC's EIN is 26-3237704.

EIN 26-3237704

Plan number 001

Plan year 2024

ACK ID 20251010113240NAL0007622641001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Vertriax LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Vertriax LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VERTRIAX LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

VERTRIAX LLC

EIN

all filings

Address

265 SUNRISE HWY · SUITE 1-403 · ROCKVILLE CENTRE, NY · 11570

Phone

(516) 776-9276

Industry

Admin Support & Waste Mgmt

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

2025-10-10

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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