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

> Vertex, INC.'s 401(k) plan: 1,458 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Vertex, INC.

- **Sponsor EIN:** 232081753

- **Sponsor Address:** 2301 RENAISSANCE BLVD., KING OF PRUSSIA, PA, 19406

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

- **Total Participants:** 1,458

- **Total Assets:** $445.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|1,458|$445.2M|$13.7M|$20.3M|

| 2023|1,362|$376.4M|$10.5M|$18.7M|

| 2022|1,299|$318.8M|$9.8M|$15.3M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$132,200|—|$132,200|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$20,800|—|$20,800|

| CROWE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $153,000

- **Estimated Expense Ratio:** 0.034% of plan assets

### 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|$153,000|$132,200|—|—|—|

| 2023|$156,387|$96,010|—|—|—|

| 2022|$233,006|—|—|—|—|

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