# Vertex Us Holdings, INC. Dba Vertexone 401(k) Plan
Source: https://planprovider.pro/companies/vertex-us-holdings-inc-dba-vertexone-401k-plan

> Vertex Us Holdings, INC. Dba Vertexone's 401(k) plan: 279 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Vertex Us Holdings, INC. Dba Vertexone

- **Sponsor EIN:** 263006422

- **Sponsor Address:** 1321 UPLAND DR, HOUSTON, TX, 77043

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

- **Total Participants:** 279

- **Total Assets:** $37.5M

## 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|279|$37.5M|$817,046|$2.2M|

| 2023|235|$35.9M|$816,747|$2.2M|

| 2022|273|$33.0M|$887,787|$2.4M|

## 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|

| CREATIVE PLANNING LLC|ADVISOR|$43,335|—|$43,335|

| WHITLEY PENN LLP|ACCOUNTANT/AUDITOR|$12,360|—|$12,360|

| STRATEGIC ADVISORS, INC.|ADVISOR|$8,473|—|$8,473|

### Verified Provider Profiles

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

- [CREATIVE PLANNING LLC](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [WHITLEY PENN LLP](https://planprovider.pro/provider/whitley-penn-llp) — ACCOUNTANT/AUDITOR

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $64,168

- **Estimated Expense Ratio:** 0.171% 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|$47,718|$51,808|$600|$12,360|—|

| 2023|-$11,891|$47,602|—|$19,270|—|

| 2022|-$13,945|$8,025|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/vertex-us-holdings-inc-dba-vertexone-401k-plan)

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