How big is Vertex Software, Inc.'s plan?

Vertex Software, Inc.'s plan reported $1.3M in assets and 24 participants for 2024.

Original filing (PDF)20250717145819NAL0000724912001

Vertex Software, Inc.

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

Form 5500-SF

FILING_RECEIVED

Vertex Software 401(k) Plan

401(k) retirement plan · Vertex Software, Inc.'s Vertex Software 401(k) Plan held $1.3M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Kalleen Carney signed Vertex Software, Inc.'s 2024 Form 5500 as plan administrator.

Kalleen Carney — 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 Software, Inc.'s EIN is 90-2105832.

EIN 90-2105832

Plan number 001

Plan year 2024

ACK ID 20250717145819NAL0000724912001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Vertex Software, Inc.'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 SOFTWARE, INC..

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Plan health score

Above-average plan

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

Knocking points off