Vertex Planning Partners LLC

Shirley Horner signed Vertex Planning Partners LLC's 2024 Form 5500 as plan administrator.

• Shirley Horner — Plan Administrator — Form 5500 signer

Signer names are public record from the Form 5500 e-signature.

Vertex Planning Partners LLC's EIN is 81-0781488.

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

Vertex Planning Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).