Search public Form 5500 filings

15 results

Companies

planVertex, Inc. 401(K) PlanFinancial statementProvider compensation2023 filing
Sponsor: Vertex, Inc.EIN: 23-2081753Plan: 001Participants: 1,777Assets: $376,393,402Location: King Of Prussia, PALatest: 2023
planVertex, Inc. Severance Plan2023 filing
Sponsor: Vertex, Inc.EIN: 23-2081753Plan: 513Participants: 1,292Assets: not reported in the loaded datasetLocation: King Of Prussia, PALatest: 2023
planVertex, Inc. Health & Welfare Plan2023 filing
Sponsor: Vertex, Inc.EIN: 23-2081753Plan: 514Participants: 1,276Assets: not reported in the loaded datasetLocation: King Of Prussia, PALatest: 2023

providerFidelity Investments InstitutionalCompensation reported
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
providerPrincipal Life Insurance CompanyCompensation reported
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
providerEmpower Advisory Group, LLCCompensation reported
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
providerEmpower Annuity Insurance Company OCompensation reported
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
providerAdp, Inc.Compensation reported
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
providerStrategic Advisors, Inc.Compensation reported
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
providerEmpower Annuity Insurance CompanyCompensation reported
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
providerThe Vanguard Group, Inc.Compensation reported
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023

filing2023 Form 5500 — Vertex, Inc. 401(K) Plan
Sponsor: Vertex, Inc.EIN: 23-2081753Plan: 001Ack ID: 20241010114640NAL0035601968001
filing2023 Form 5500 — Vertex, Inc. Severance Plan
Sponsor: Vertex, Inc.EIN: 23-2081753Plan: 513Ack ID: 20240630134135NAL0003189057001
filing2023 Form 5500 — Vertex, Inc. Health & Welfare Plan
Sponsor: Vertex, Inc.EIN: 23-2081753Plan: 514Ack ID: 20240630133922NAL0002995681001