How big is Vortex Sales Group's plan?

Vortex Sales Group's plan reported $106K in assets and 5 participants for 2022.

Original filing (PDF)20231113130334NAL0003651329001

Vortex Sales Group

Name: Vortex Sales Group — Vortex Sales Group 401(k), Form 5500 (2022)
Creator: Vortex Sales Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vortex Sales Group 401(k) Profit Sharing Plan

401(k) retirement plan · Vortex Sales Group's Vortex Sales Group 401(k) Profit Sharing Plan held $106K in plan assets for 5 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$106K

Net assets (EOY)

$106K

People on this filing

Stuart Bates signed Vortex Sales Group's 2022 Form 5500 as plan administrator.

Stuart Bates — 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

Vortex Sales Group's EIN is 27-3600341.

EIN 27-3600341

Plan number 001

Plan year 2022

ACK ID 20231113130334NAL0003651329001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Vortex Sales Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Vortex Sales Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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