# Vortex Companies, LLC 401(k) Plan
Source: https://planprovider.pro/companies/vortex-companies-llc-401k-plan

> Vortex Companies, LLC's 401(k) plan: 825 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Vortex Companies, LLC

- **Sponsor EIN:** 364879397

- **Sponsor Address:** 18150 IMPERIAL VALLEY DR, HOUSTON, TX, 77060

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

- **Total Participants:** 825

- **Total Assets:** $15.5M

## 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|825|$15.5M|$525,320|$2.1M|

| 2023|324|$11.8M|$512,757|$1.9M|

| 2022|316|$9.2M|$449,761|$1.7M|

## 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|

| AMERICAN UNITED LIFE INSURANCE CO|NONE|$11,459|$102,319|$113,778|

| CROWE, LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $113,778

- **Estimated Expense Ratio:** 0.732% 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|$9,969|—|$9,969|—|—|

| 2023|$10,740|—|$10,740|—|—|

| 2022|$6,105|—|$6,105|—|—|

## Similar Plans

- [Mpg Pipeline Contractors L.L.C.](https://planprovider.pro/companies/m-p-g-pipeline-contractors-l-l-c-401k-plan) — 802 participants

- [Turn2 Specialty Companies, LLC](https://planprovider.pro/companies/turn2-specialty-companies-llc-401k-plan) — 901 participants

- [Strike Construction LLC](https://planprovider.pro/companies/strike-construction-llc-401k-plan) — 979 participants

- [Evers And Sons, INC.](https://planprovider.pro/companies/evers-and-sons-inc-401k-plan) — 630 participants

- [Rnwbl Holdings LLC](https://planprovider.pro/companies/rnwbl-llc-401k-plan) — 499 participants

- [S Y B Construction Company, INC.](https://planprovider.pro/companies/s-y-b-construction-company-inc-401k-plan) — 324 participants

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

© 2026 PlanProvider.Pro