Mark Simpson signed VERT Markets LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
VERT Markets LLC's EIN is 82-0548255.
Download the official 2024 Form 5500 (PDF) for VERT Markets LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)VERT Markets LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $13K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $10.7M | 23.4% | |
| AMERICAN CENTURY RD HYBRID 2035 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 083 | Common Collective Trust | — | — | $6.0M | 13.2% | |
| AMERICAN CENTURY RD HYBRID 2040 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084 | Common Collective Trust | — | — | $6.0M | 13.1% | |
| AMERICAN CENTURY RD HYBRID 2045 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085 | Common Collective Trust | — | — | $2.9M | 6.3% | |
| AMERICAN CENTURY RD HYBRID 2030 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 082 | Common Collective Trust | — | — | $2.5M | 5.5% | |
| T. Rowe Price Growth Stock Fund I Class | Other securities | — | — | $1.7M | 3.8% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $1.6M | 3.5% | |
| Federated Hermes Total Return Bond Fund Class R6 Shares | Other securities | — | — | $1.2M | 2.7% | |
| T. Rowe Price Institutional Mid-Cap Equity Growth Fund | Other securities | — | — | $1.1M | 2.5% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $1.0M | 2.3% | |
| AMERICAN CENTURY RD HYBRID 2025 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 081 | Common Collective Trust | — | — | $1.0M | 2.2% | |
| The Hartford Equity Income Fund Class R6 | Other securities | — | — | $931K | 2.0% | |
| AMERICAN CENTURY RD HYBRID IN RET C BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 079 | Common Collective Trust | — | — | $922K | 2.0% | |
| Janus Henderson Multi-Sector Income Fund Class N | Mutual Funds | — | — | $812K | 1.8% | |
| * Empower Annuity Insurance Company of America Empower Investments Fixed Account | Guaranteed Income / GIC | — | — | $795K | 1.7% | |
| AMERICAN CENTURY RD HYBRID 2050 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 086 | Common Collective Trust | — | — | $704K | 1.5% | |
| AMERICAN CENTURY RD HYBRID 2055 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 087 | Common Collective Trust | — | — | $688K | 1.5% | |
| T. Rowe Price Mid-Cap Value Fund I Class | Other securities | — | — | $654K | 1.4% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $600K | 1.3% | |
| American Funds American Balanced Fund Class R6 | Mutual Funds | — | — | $513K | 1.1% | |
| Dimensional Fund Advisors Emerging Markets Portfolio Institutional Class | Mutual Funds | — | — | $370K | 0.8% | |
| from Participants November 2029 | Other securities | — | — | $329K | 0.7% | |
| PIMCO GNMA and Government Securities Fund Institutional Class | Agency / Mortgage-Backed | — | — | $315K | 0.7% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $299K | 0.7% | |
| AMERICAN CENTURY RD HYBRID 2060 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 088 | Common Collective Trust | — | — | $284K | 0.6% | |
| JP Morgan Undiscovered Managers Behavioral Value Fund Class R6 | Other securities | — | — | $263K | 0.6% | |
| Dimensional Fund Advisors Real Estate Securities Portfolio Institutional Class | Mutual Funds | — | — | $263K | 0.6% | |
| PIMCO High Yield Fund Institutional Class | Mutual Funds | — | — | $197K | 0.4% | |
| AMERICAN CENTURY RD HYBRID 2065 CL BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 089 | Common Collective Trust | — | — | $59K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| WELLS FARGO ADVISORS FIN NETWORK LL | — | SAINT LOUIS, MO | INVESTMENT ADVISOR | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M2B RETIREMENT CONSULTING LLC | — | WEXFORD, PA | CONTRACT ADMIN | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHAFFNER, KNIGHT, MINNAUGH& COMPAN | — | ERIE, PA | AUDITOR | $15K | — |
