Vertical Supply Group 401(k) match, vesting and fees
What Vertical Supply Group's 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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Smith Leonard PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 1,080 defined-contribution plans in retail trade with 100 to 499 participants.
| Vertical Supply Group: employer contribution per participant | $2,000 | |
| Peer median | $1,247 |
| Vertical Supply Group: average balance | $48,288 | |
| Peer median | $56,979 |
| Vertical Supply Group: admin expenses ÷ assets | 0.64% | |
| Peer median | 0.43% |
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 $9M at the end of plan year 2021 to $14M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 304 | $14M | $580K | $2,000 | 0.64% | Not published | Form 5500 ↗ |
| 2024 | 392 | $12.2M | $474K | $1,262 | 0.60% | Not published | Form 5500 ↗ |
| 2023 | 356 | $10.6M | $381K | $1,127 | 0.60% | Not published | Form 5500 ↗ |
| 2022 | 442 | $8.2M | $424K | $1,347 | 0.54% | Not published | Form 5500 ↗ |
| 2021 | 281 | $9M | $390K | $1,542 | 1.04% | Not published | Form 5500 ↗ |
Common questions
Does Vertical Supply Group match 401(k) contributions?
The match terms for the Vertical Supply Group, Inc. Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $580K in employer contributions, about $2,000 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Vertical Supply Group 401(k) match vested?
The vesting schedule for the Vertical Supply Group, Inc. Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Vertical Supply Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Transamerica Retirement Solutions. The plan administrator is Vertical Supply Group, Inc..
I left Vertical Supply Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Vertical Supply Group, Inc., (336) 378-0444) or the recordkeeper, Transamerica Retirement Solutions. The Vertical Supply Group old 401(k) page lists the contacts from every plan filing. Find an old Vertical Supply Group 401(k)
Data from the public Form 5500 annual reports Vertical Supply Group filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Vertical Supply Group. Not financial advice. Report a correction · Methodology