How big is Vertex Professional Group's plan?

Vertex Professional Group's plan reported $18K in assets and 13 participants for 2024.

Original filing (PDF)20251229133155NAL0025959808001

Vertex Professional Group

Name: Vertex Professional Group — Vertex Professional, Form 5500 (2024)
Creator: Vertex Professional Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vertex Professional Group CBS Benefit Plan

Health & welfare plan · Vertex Professional Group's Vertex Professional Group CBS Benefit Plan held $18K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$18K

Net assets (EOY)

$6K

People on this filing

Joseph HSU signed Vertex Professional Group's 2024 Form 5500 as plan administrator.

Joseph HSU — 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

Vertex Professional Group's EIN is 45-3550202.

EIN 45-3550202

Plan number 501

Plan year 2024

ACK ID 20251229133155NAL0025959808001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Vertex Professional Group's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score