How big is VX Group's plan?

VX Group's plan reported $1.5M in assets and 19 participants for 2024.

Original filing (PDF)20250611113413NAL0025897760001

VX Group

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

Form 5500-SF

FILING_RECEIVED

VX Group Retirement Plan

401(k) retirement plan · VX Group's VX Group Retirement Plan held $1.5M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

AMY Elleson-Bastar signed VX Group's 2024 Form 5500 as plan administrator.

AMY Elleson-Bastar — 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

VX Group's EIN is 90-0757662.

EIN 90-0757662

Plan number 001

Plan year 2024

ACK ID 20250611113413NAL0025897760001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

VX 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 VX GROUP.

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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

VX GROUP

EIN

all filings

Address

W60 N171 CARDINAL AVENUE · CEDARBURG, WI · 53012

Phone

(414) 377-3161

Industry

All Other Professional Services· 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

2025-06-11

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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