How big is Vertex Innovations, Inc.'s plan?

Vertex Innovations, Inc.'s plan reported $2.5M in assets and 23 participants for 2024.

Original filing (PDF)20251008153749NAL0009708336001

Vertex Innovations, Inc.

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

Form 5500-SF

FILING_RECEIVED

Vertex Innovations, Inc. 401(k) Plan

401(k) retirement plan · Vertex Innovations, Inc.'s Vertex Innovations, Inc. 401(k) Plan held $2.5M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Vertex Innovations, Inc.'s EIN is 56-2421406.

EIN 56-2421406

Plan number 002

Plan year 2024

ACK ID 20251008153749NAL0009708336001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Vertex Innovations, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

VERTEX INNOVATIONS, INC.

EIN

all filings

Address

10901 W. TOLLER DR. · SUITE 235 · LITTLETON, CO · 80127

Phone

(303) 862-5443

Industry

Information / Tech / Media

Plan administrator