How big is Vertex Mechanical Inc.'s plan?

Vertex Mechanical Inc.'s plan reported $797K in assets and 18 participants for 2024.

Original filing (PDF)20250731121114NAL0003046051001

Vertex Mechanical Inc.

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

Form 5500-SF

FILING_RECEIVED

Vertex Mechanical Inc. 401(k) Plan

401(k) retirement plan · Vertex Mechanical Inc.'s Vertex Mechanical Inc. 401(k) Plan held $797K in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$797K

Net assets (EOY)

$797K

Plan identifiers

Vertex Mechanical Inc.'s EIN is 75-2988643.

EIN 75-2988643

Plan number 001

Plan year 2024

ACK ID 20250731121114NAL0003046051001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

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 (93rd percentile).

Plan sponsor

Name

VERTEX MECHANICAL INC.

EIN

all filings

Address

21 STEVENS ROAD · STEVENS, PA · 17578

Phone

(717) 335-2633

Industry

Plumbing, Heating, AC Contractors· Construction

Plan administrator