P 401(k) Plan Report

Stable plan record

VERTEX PLANNING PARTNERS, LLC 401(K) PLAN

Sponsored by VERTEX PLANNING PARTNERS LLC · EIN/PN 810781488-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$2,673
Administrative cost per participant
2025
$156
Active participants
2025
29
Total plan assets
2025
$9,314,302
Participant loans as a share of assets
2025
0.1%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260716090149NAL000412988900129$2,673
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.