How big is Vortex Companies, LLC's plan?

Vortex Companies, LLC's plan reported $15.5M in assets and 825 participants for 2024.

Original filing (PDF)20251009151458NAL0003694515001

Vortex Companies, LLC

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

Form 5500

FILING_RECEIVED

Vortex Companies, LLC 401(k) Plan

401(k) retirement plan · Vortex Companies, LLC's Vortex Companies, LLC 401(k) Plan held $15.5M in plan assets for 825 participants in 2024, with OneAmerica as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

825

Accounts w/ balance

385

Plan assets (EOY)

$15.5M

Net assets (EOY)

$15.5M

People on this filing

Matt Samford signed Vortex Companies, LLC's 2024 Form 5500 as plan administrator.

Matt Samford — 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 Companies, LLC's EIN is 36-4879397.

EIN 36-4879397

Plan number 001

Plan year 2024

ACK ID 20251009151458NAL0003694515001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Vortex Companies, LLC's plan includes profit-sharing, 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 VORTEX COMPANIES, LLC.

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How this plan invests

This plan

1 pooled trust

Schedule D

37 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Plan sponsor

Name

VORTEX COMPANIES, LLC

EIN

all filings

Address

18150 IMPERIAL VALLEY DR · HOUSTON, TX · 77060

Phone

(713) 750-9081

Industry

Construction

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

2025-10-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
AMERICAN UNITED LIFE INSURANCE CO	35-0145825	—	NONE	$11K	—

Investments

37 direct securities · 1 pooled fund· $30.6M(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.

Pooled Separate Account

$15.1M

1 holding

Pooled Separate Accounts

$15.1M

35 holdings

Stable Value

$238K

1 holding

Bonds / Notes

$160K

1 holding

					% of plan
SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000	Pooled Separate Account	—	—	$15.1M	97.2%
TIAA-CREF Lifecycle Index 2050 I Pooled separate account	Pooled Separate Accounts	—	—	$2.6M	16.7%
TIAA-CREF Lifecycle Index 2045 I Pooled separate account	Pooled Separate Accounts	—	—	$2.3M	14.5%
TIAA-CREF Lifecycle Index Inc I Pooled separate account ** 653 * Vanguard 500 Index Pooled separate account	Pooled Separate Accounts	—	—	$1.7M	10.8%
TIAA-CREF Lifecycle Index 2040 I Pooled separate account	Pooled Separate Accounts	—	—	$1.6M	10.5%
TIAA-CREF Lifecycle Index 2055 I Pooled separate account	Pooled Separate Accounts	—	—	$1.1M	6.9%
TIAA-CREF Lifecycle Index 2060 I Pooled separate account	Pooled Separate Accounts	—	—	$788K	5.1%
TIAA-CREF Lifecycle Index 2035 I Pooled separate account	Pooled Separate Accounts	—	—	$674K	4.3%
JP Morgan Large Cap Growth R6 Pooled separate account	Pooled Separate Accounts	—	—	$511K	3.3%
TIAA-CREF Large Cap Growth Index Pooled separate account	Pooled Separate Accounts	—	—	$505K	3.2%
TIAA-CREF Lifecycle Index 2025 I Pooled separate account	Pooled Separate Accounts	—	—	$475K	3.1%
Vanguard Intermediate Term Bond Index Pooled separate account	Pooled Separate Accounts	—	—	$317K	2.0%
Vanguard Developing Markets Index Pooled separate account	Pooled Separate Accounts	—	—	$268K	1.7%
TIAA-CREF Lifecycle Index 2065 I Pooled separate account	Pooled Separate Accounts	—	—	$259K	1.7%
TIAA-CREF Lifecycle Index 2030 I Pooled separate account	Pooled Separate Accounts	—	—	$240K	1.5%
AUL Stable Value Account Group Annuity Contract	Stable Value	—	—	$238K	1.5%
Vanguard Extended Market Index Pooled separate account	Pooled Separate Accounts	—	—	$198K	1.3%
Vanguard Small Cap Index Pooled separate account	Pooled Separate Accounts	—	—	$163K	1.0%
4.25% - 9.00%	Bonds / Notes	—	—	$160K	1.0%
TIAA-CREF Lifecycle Index 2020 I Pooled separate account	Pooled Separate Accounts	—	—	$156K	1.0%
DFA Real Estate Securities Pooled separate account	Pooled Separate Accounts	—	—	$155K	1.0%
DFA US Large Company I Pooled separate account	Pooled Separate Accounts	—	—	$153K	1.0%
PGIM High-Yield Pooled separate account	Pooled Separate Accounts	—	—	$131K	0.8%
Vanguard Emerging Markets Stock Index Pooled separate account	Pooled Separate Accounts	—	—	$121K	0.8%
PGIM Total Return Bond R6 Pooled separate account	Pooled Separate Accounts	—	—	$118K	0.8%
Vanguard Small Cap Value Index Pooled separate account	Pooled Separate Accounts	—	—	$99K	0.6%
Vanguard Small Cap Growth Index Pooled separate account	Pooled Separate Accounts	—	—	$84K	0.5%
Vanguard Selected Value Pooled separate account	Pooled Separate Accounts	—	—	$75K	0.5%
TIAA-CREF Large Cap Value Index Pooled separate account	Pooled Separate Accounts	—	—	$50K	0.3%
Vanguard International GR Adm Pooled separate account	Pooled Separate Accounts	—	—	$50K	0.3%
PGIM Jennison Mid-Cap Growth R6 Pooled separate account	Pooled Separate Accounts	—	—	$49K	0.3%
Vanguard International Trs Index Adm Pooled separate account	Pooled Separate Accounts	—	—	$46K	0.3%
DFA Global Equity Pooled separate account	Pooled Separate Accounts	—	—	$45K	0.3%
PIMCO Income Pooled separate account	Pooled Separate Accounts	—	—	$44K	0.3%
Vanguard Equity Income Adm Pooled separate account	Pooled Separate Accounts	—	—	$34K	0.2%
TIAA-CREF Lifecycle Index 2015 I Pooled separate account	Pooled Separate Accounts	—	—	$9K	<0.1%
TIAA-CREF Lifecycle Index 2010 I Pooled separate account	Pooled Separate Accounts	—	—	$9K	<0.1%
DFA Commodity Strategy I Pooled separate account	Pooled Separate Accounts	—	—	$8K	<0.1%