Vertexone 401(k) Plan
Sponsored by Vertex Us Holdings, Inc. Dba Vertexone · EIN 263006422 · Plan #001
- Total assets
- $37.5M
- Net assets
- $37.5M
- Active participants
- 279
- With balances
- 395
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning Llc | Investment advisory (plan) | $43,335 |
| Whitley Penn Llp | Accounting | $12,360 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $8,473 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$16,450 |