Vert Markets, Inc. 401(k) Plan: Login, Facts & Contact Information

Vert Markets, Inc. 401(k) Plan Facts

Plan name
PETERSON BROTHERS RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
VERT MARKETS LLC
Participants
162 (104 active employees)
Former employees with a balance
34
Plan assets
$45,731,217 at Dec 31, 2024
Average account balance
$336,259 across 136 accounts
Employer contributions
$660,808 in plan year 2024 (32% of all contributions)
Recordkeeper
Empower Annuity Insurance Company O
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1995
✓ 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 Aug 22, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.04 million went into the plan in contributions, $660,808 of it from the employer (32%).
  • $3.34 million was paid out to participants.
  • Investment and other income added $5.51 million.
  • Administrative expenses were $84,958, about $625 per account.

How the Vert Markets, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019128$30.0 million$573,204$760,382
2020123$35.2 million$589,011$572,885
2021130$40.6 million$681,017$2.18 million
2022137$34.8 million$778,822$1.08 million
2023149$41.6 million$899,958$2.27 million
2024162$45.7 million$660,808$3.34 million

Vert Markets, Inc. 401(k) Contact Information

Phone
814-897-9000
Mailing address
5340 FRYLING ROAD, SUITE 100, ERIE PA 16510
Plan sponsor
VERT MARKETS LLC
Employer identification number (EIN)
82-0548255
Plan number
001

Questions about the Vert Markets, Inc. 401(k)

Does Vert Markets, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $660,808, 32% of all contributions.

Does the Vert Markets, Inc 401(k) have automatic enrollment?

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

How many people are in the Vert Markets, Inc 401(k) plan?

162 participants at the start of plan year 2024, 104 of them active employees, and 34 former employees who still had money in the plan.

What is the average 401(k) balance at Vert Markets, Inc?

About $336,259 per account: $45.7 million in plan assets across 136 accounts with a balance at the end of plan year 2024.

Who manages the Vert Markets, Inc 401(k) accounts?

Empower (listed on the filing as EMPOWER ANNUITY INSURANCE COMPANY O) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Vert Markets, Inc. How do I access my 401(k)?

Your account stays with Empower 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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