Vertex Education, Llc 401(k) Plan
Sponsored by Vertex Education, Llc · EIN 455589598 · Plan #001
- Total assets
- $12.9M
- Net assets
- $12.9M
- Active participants
- 268
- With balances
- 238
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Co Of Am | Recordkeeping fees | $34,134 |
| Lpl Financial | Investment advisory (plan) | $8,875 |
| Mid Atlantic Pension Specialists, I | Contract administrator | $3,123 |