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

> Vortex Industries, LLC's 401(k) plan: 1,040 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

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

- **Sponsor EIN:** 952761304

- **Sponsor Address:** 20 ODYSSEY, IRVINE, CA, 92618

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

- **Total Participants:** 1,040

- **Total Assets:** $37.5M

## 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|1,040|$37.5M|$1.1M|$3.3M|

| 2023|731|$30.6M|$788,119|$2.7M|

| 2022|635|$25.2M|$629,931|$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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$63,184|—|$63,184|

| GALLAGHER FIDUCIARY ADVISORS LLC|CONSULTANT/ADVISOR|$30,000|—|$30,000|

| STRATEGIC ADVISORS, INC.|ADVISOR|$16,772|—|$16,772|

| LANCE SOLL & LUNGHARD, LLP|ACCOUNTANT\AUDITOR|$15,500|—|$15,500|

### Verified Provider Profiles

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

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

- [GALLAGHER FIDUCIARY ADVISORS LLC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — CONSULTANT/ADVISOR

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

- [LANCE SOLL & LUNGHARD, LLP](https://planprovider.pro/provider/lsl-llp) — ACCOUNTANT\AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $125,456

- **Estimated Expense Ratio:** 0.335% 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|$125,456|$39,272|—|$15,500|—|

| 2023|$129,257|$58,036|—|$20,750|—|

| 2022|$110,374|$12,463|—|—|—|

## Similar Plans

- [Smart Local 1041, District 3401(A)](https://planprovider.pro/companies/smart-local-104-district-3-401-a-plan) — 1,111 participants

- [Arizona Pipeline Company](https://planprovider.pro/companies/arizona-pipeline-company-401k-plan) — 964 participants

- [Hci Systems, INC.](https://planprovider.pro/companies/hci-systems-inc-401k-plan) — 910 participants

- [Jaj Roofing Dba Citadel Roofing And Solar](https://planprovider.pro/companies/jaj-roofing-dba-citadel-roofing-and-solar-401k-plan) — 855 participants

- [Board Of Trustees, Southern California Local 831 -](https://planprovider.pro/companies/board-of-trustees-southern-california-local-831-plan-001) — 1,227 participants

- [Park West Landscape, INC.](https://planprovider.pro/companies/park-west-landscape-inc-401k-plan) — 1,245 participants

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

© 2026 PlanProvider.Pro