How big is Vertex PT Specialists, LLC's plan?

Vertex PT Specialists, LLC's plan reported $687K in assets and 15 participants for 2025.

Original filing (PDF)20260402220102NAL0003082192092

Vertex PT Specialists, LLC

Name: Vertex PT Specialists, LLC — Vertex PT Specialists, Form 5500 (2025)
Creator: Vertex PT Specialists, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Vertex PT Specialists 401(k) Plan

401(k) retirement plan · Vertex PT Specialists, LLC's Vertex PT Specialists 401(k) Plan held $687K in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$687K

Net assets (EOY)

$687K

People on this filing

Elantha Barry signed Vertex PT Specialists, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Vertex PT Specialists, LLC's EIN is 81-0998453.

EIN 81-0998453

Plan number 001

Plan year 2025

ACK ID 20260402220102NAL0003082192092

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Vertex PT Specialists, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Vertex PT Specialists, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 PT SPECIALISTS, LLC.

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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 PT SPECIALISTS, LLC

EIN

all filings

Address

1105 12TH STREET · CAYCE, SC · 29033

Phone

(803) 973-0100

Industry

Health Care & Social Assistance

Plan administrator