Vertex Companies 401(k) match, vesting and fees
What Vertex Companies' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Global Retirement Partners | Schedule C ↗ |
| Independent auditor | Minsk Gould Tattrie& Lussier LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,287 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| Vertex Companies: employer contribution per participant | $3,372 | |
| Peer median | $2,600 |
| Vertex Companies: average balance | $148,840 | |
| Peer median | $84,124 |
| Vertex Companies: admin expenses ÷ assets | 0.03% | |
| Peer median | 0.17% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $72.7M at the end of plan year 2021 to $118M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 869 | $118M | $2.7M | $3,372 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 825 | $102M | $2.5M | $3,333 | 0.03% | Not published | Form 5500 ↗ |
| 2022 | 834 | $79.1M | $2.2M | $2,988 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 669 | $72.7M | $1.7M | $2,814 | 0.04% | Not published | Form 5500 ↗ |
Other Vertex Companies plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Vertex Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Gray, Gray & Gray, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Vertex Companies match 401(k) contributions?
The match terms for the The Vertex Companies, LLC 401k Plan have not been published from its filing yet. The plan year 2024 filing reports $2.7M in employer contributions, about $3,372 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Vertex Companies 401(k) match vested?
The vesting schedule for the The Vertex Companies, LLC 401k Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Vertex Companies 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Global Retirement Partners. The plan administrator is The Vertex Companies, LLC.
I left Vertex Companies. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Vertex Companies, LLC, (781) 952-6000) or the recordkeeper, Global Retirement Partners. The Vertex Companies old 401(k) page lists the contacts from every plan filing. Find an old Vertex Companies 401(k)
Data from the public Form 5500 annual reports Vertex Companies filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Vertex Companies. Not financial advice. Report a correction · Methodology