# Vertex Financial Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/vertex-financial-group-inc-401k-plan

> Vertex Financial Group, INC.'s 401(k) plan: 24 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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