Vortex Surgical, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Vortex Surgical, INC.
  • Sponsor EIN: 811302388
  • Sponsor Address: 4 RESEARCH PARK DRIVE, ST. CHARLES, MO, 63004
  • Plan Type: 401(k)
  • Total Participants: 42
  • Total Assets: $1.2M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202542$1.2M$0$38,920
202435$1.2M$0$31,871
202337$1.1M$0$25,942
202222$1.1M$0$29,479

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