How big is Vortex, LLC's plan?

Vortex, LLC's plan reported $624K in assets and 13 participants for 2024.

Original filing (PDF)20251014085507NAL0003464624001

Vortex, LLC

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

Form 5500-SF

FILING_RECEIVED

Vortex, LLC 401(k) Plan

401(k) retirement plan · Vortex, LLC's Vortex, LLC 401(k) Plan held $624K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$624K

Net assets (EOY)

$624K

People on this filing

David Siegal signed Vortex, LLC's 2024 Form 5500 as plan administrator.

David Siegal — 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 84-2568249.

EIN 84-2568249

Plan number 001

Plan year 2024

ACK ID 20251014085507NAL0003464624001

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, automatic enrollment, 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.

Plan sponsor

Name

VORTEX, LLC

EIN

all filings

Address

PO BOX 21145 · WASHINGTON, DC · 20009

Phone

(202) 602-6662

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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