Vertical Communications, Inc.'s EIN is 58-1438684.
Download the official 2023 Form 5500 (PDF) for Vertical Communications, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Vertical Communications, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IRON-CO-FID-COMPREHENSIVE | — | NORTHBROOK, IL | ADVISOR | $10K | — |
| LINCOLN FINANCIAL ADVISORS |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $13.8M | 95.8% | |
| [Assets held in participant loans] | Other | — | — | $107K | 0.7% |
| — |
| FORT WAYNE, IN |
| ADVISOR |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PROFESSIONALS INC. | 90-1118690 | — | TPA | $17K | — |
| 401 K SAFE LLC | 83-0824803 | ALBERTVILLE, AL | TPA | $6K | — |
