The Vertex Companies Inc. 401(k) Plan: Login, Facts & Contact Information

The Vertex Companies Inc. 401(k) Plan Facts

Plan name
THE VERTEX COMPANIES, LLC 401K PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
THE VERTEX COMPANIES, LLC
Participants
829 (588 active employees)
Former employees with a balance
281
Plan assets
$117,732,635 at Dec 31, 2024
Average account balance
$148,840 across 791 accounts
Employer contributions
$2,667,237 in plan year 2024 (24% of all contributions)
Recordkeeper
Global Retirement Partners
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2006
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $11.3 million went into the plan in contributions, $2.67 million of it from the employer (24%).
  • $10.0 million was paid out to participants.
  • Investment and other income added $14.7 million.
  • Administrative expenses were $27,485, about $35 per account.

How the The Vertex Companies Inc. 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019500$22.1 million$1.09 million$1.06 million
2020531$38.8 million$1.46 million$1.83 million
2021614$72.7 million$1.67 million$2.71 million
2022744$79.1 million$2.24 million$3.36 million
2023836$102.0 million$2.51 million$5.18 million
2024829$117.7 million$2.67 million$10.0 million

The Vertex Companies Inc. 401(k) Contact Information

Phone
781-952-6000
Mailing address
400 LIBBEY PARKWAY, WEYMOUTH MA 02189
Plan sponsor
THE VERTEX COMPANIES, LLC
Employer identification number (EIN)
20-3724403
Plan number
001

Questions about the The Vertex Companies Inc. 401(k)

Does The Vertex Companies Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.67 million, 24% of all contributions.

Does the The Vertex Companies Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the The Vertex Companies Inc 401(k) plan?

829 participants at the start of plan year 2024, 588 of them active employees, and 281 former employees who still had money in the plan.

What is the average 401(k) balance at The Vertex Companies Inc?

About $148,840 per account: $117.7 million in plan assets across 791 accounts with a balance at the end of plan year 2024.

Who manages the The Vertex Companies Inc 401(k) accounts?

GLOBAL RETIREMENT PARTNERS is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at The Vertex Companies Inc. How do I access my 401(k)?

Your account stays with GLOBAL RETIREMENT PARTNERS after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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