How big is Vortex, LLC.'s plan?

Vortex, LLC.'s plan reported $3.1M in assets and 28 participants for 2024.

Original filing (PDF)20251009125902NAL0003590739001

Vortex, LLC.

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

Form 5500-SF

FILING_RECEIVED

Vortex, LLC. 401(k) Profit Sharing Plan

401(k) retirement plan · Vortex, LLC.'s Vortex, LLC. 401(k) Profit Sharing Plan held $3.1M in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

Jolmi Minaya signed Vortex, LLC.'s 2024 Form 5500 as plan administrator.

Jolmi Minaya — 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, LLC.'s EIN is 80-0315023.

EIN 80-0315023

Plan number 001

Plan year 2024

ACK ID 20251009125902NAL0003590739001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Vortex, LLC.'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

Knocking points off