Plan Snapshot
- Plan Sponsor: Vertex Financial Group, INC.
- Sponsor EIN: 841535834
- Sponsor Address: 640 PLAZA DRIVE, HIGHLANDS RANCH, CO, 80129
- Plan Type: 401(k)
- Total Participants: 24
- Total Assets: $10.7M
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 | 24 | $10.7M | $31,277 | $116,297 |
| 2023 | 22 | $9.4M | $30,527 | $83,671 |
| 2022 | 22 | $8.1M | $99,772 | $233,231 |