How big is Vertex Group's plan?

Vertex Group's plan reported $9.3M in assets and 78 participants for 2024.

Original filing (PDF)20250314073918NAL0035118160001

Vertex Group

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

Form 5500-SF

FILING_RECEIVED

Vertex Group 401(k) Plan

401(k) retirement plan · Vertex Group's Vertex Group 401(k) Plan held $9.3M in plan assets for 78 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.3M

Net assets (EOY)

$9.3M

People on this filing

Eric South signed Vertex Group's 2024 Form 5500 as plan administrator.

Eric South — 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 Group's EIN is 87-1106460.

EIN 87-1106460

Plan number 003

Plan year 2024

ACK ID 20250314073918NAL0035118160001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Vertex Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 GROUP.

Finding similar companies…

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

VERTEX GROUP

EIN

all filings

Address

3800 5TH AVE. WEST · HIBBING, MN · 55746

Phone

(218) 262-3421

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-14

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

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

Compressed Air Specialists Company

Compressed Air Specialists Company 401(k) Profit Sharing Plan & Trust

$9.3M · 63 participants

Mulcare Pipeline Solutions

Mulcare Pipeline Solutions 401(k) Plan

$9.2M · 71 participants

Genus Lifesciences Inc.

Genus Lifescienes, Inc. 401(k) Profit Sharing Plan

$9.2M · 109 participants

Southeast Valve, Inc.

Southeast Valve, Inc. 401(k) Plan

$9.2M · 111 participants

Capital Machinery Systems, Inc.

Capital Machinery Systems, Inc. 401(k) Plan

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.