# Vertex Education, LLC 401(k) Plan
Source: https://planprovider.pro/companies/vertex-education-llc-401k-plan

> Vertex Education, LLC's 401(k) plan: 268 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Vertex Education, LLC

- **Sponsor EIN:** 455589598

- **Sponsor Address:** 3125 S GILBERT ROAD, CHANDLER, AZ, 85286

- **Plan Type:** 401(k)

- **Total Participants:** 268

- **Total Assets:** $12.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|268|$12.9M|$1.0M|$1.4M|

| 2023|213|$8.6M|$726,872|$1.0M|

| 2022|204|$6.9M|$609,571|$891,783|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$36,733|$8,875|$8,514|—|—|

| 2023|$29,356|$6,181|$5,664|—|—|

| 2022|$32,105|—|$32,105|—|—|

## Similar Plans

- [Arizona Charter Solutions](https://planprovider.pro/companies/arizona-charter-solutions-401k-plan) — 274 participants

- [Skyline Education, INC.](https://planprovider.pro/companies/skyline-education-inc-403b-plan) — 243 participants

- [Rough Rock School Board, INC.](https://planprovider.pro/companies/rough-rock-school-board-inc-401k-plan) — 228 participants

- [Lift Enrichment INC](https://planprovider.pro/companies/lift-enrichment-inc-plan) — 225 participants

- [Pinal-Gila Community Child Services, INC.](https://planprovider.pro/companies/pinal-gila-community-child-services-inc-401k-plan) — 225 participants

- [Parchment LLC](https://planprovider.pro/companies/parchment-llc-plan) — 314 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/vertex-education-llc-401k-plan)

© 2026 PlanProvider.Pro