Vortex Industries, Inc. 401(k) Plan: Login, Facts & Contact Information

Vortex Industries, Inc. 401(k) Plan Facts

Plan name
VORTEX EMPLOYEES 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
VORTEX INDUSTRIES, LLC
Participants
833 (1,040 active employees)
Former employees with a balance
88
Plan assets
$37,481,587 at Dec 31, 2024
Average account balance
$44,674 across 839 accounts
Employer contributions
$1,123,130 in plan year 2024 (22% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Apr 1, 1999
✓ 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

  • $5.06 million went into the plan in contributions, $1.12 million of it from the employer (22%).
  • $3.73 million was paid out to participants.
  • Investment and other income added $5.64 million.
  • Administrative expenses were $125,456, about $150 per account.

How the Vortex Industries, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019651$19.5 million$0$2.01 million
2020747$24.1 million$629,141$1.36 million
2021602$30.6 million$636,306$636,184
2022647$25.2 million$629,931$2.61 million
2023709$30.6 million$788,119$3.48 million
2024833$37.5 million$1.12 million$3.73 million

Vortex Industries, Inc. 401(k) Contact Information

Phone
949-501-4999
Mailing address
20 ODYSSEY, IRVINE CA 92618
Plan sponsor
VORTEX INDUSTRIES, LLC
Employer identification number (EIN)
95-2761304
Plan number
001

Questions about the Vortex Industries, Inc. 401(k)

Does Vortex Industries, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.12 million, 22% of all contributions.

Does the Vortex Industries, Inc 401(k) have automatic enrollment?

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

How many people are in the Vortex Industries, Inc 401(k) plan?

833 participants at the start of plan year 2024, 1,040 of them active employees, and 88 former employees who still had money in the plan.

What is the average 401(k) balance at Vortex Industries, Inc?

About $44,674 per account: $37.5 million in plan assets across 839 accounts with a balance at the end of plan year 2024.

Who manages the Vortex Industries, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

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

Your account stays with Fidelity NetBenefits 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.

Related Companies
Headquarter: 18150 IMPERIAL VALLEY DR, HOUSTON, TX, 77060
Headquarter: 52 EAST GAY STREET PO BOX 1008, COLUMBUS, OH, 432161008
Headquarter: 3350 WHITEFORD ROAD, YORK, PA, 17402
Headquarter: 1400 FOUNTAINGROVE PARKWAY, SANTA ROSA, CA, 95403
Headquarter: 2 FOLSOM STREET, 12TH FLOOR, SAN FRANCISCO, CA, 94105