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Sponsor portfolio

VORTEX CONSTRUCTION, LLC

EIN 47-4204931-construction-Latest filing 2025
Plans
3
Retirement
2
$5.4M assets
Welfare
1
Participants
95
4018 SKINNER LANE - RICHMOND, TX 77406832-899-5970LinkedIn11-50 employeesconstruction
Plans on this EIN
3 filings
#001401k-$2.8M - 53 part#002CashBalance-$2.6M - 42 part#505Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $5.4M assets / 95 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • PROFIT SHARING PLAN (#001)52%
  • CASH BALANCE PLAN (#002)48%
Total $5.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)53
  • CASH BALANCE PLAN (#002)42
Total 95Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

VORTEX CONSTRUCTION LLC 401(K) PROFIT SHARING PLAN

401k

Assets$2.8M
Participants53
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

VORTEX CONSTRUCTION, LLC CASH BALANCE PLAN

CashBalance

Assets$2.6M
Participants42
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

VORTEX CONSTRUCTION EMPLOYEE BENEFIT PLAN TRUST

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001VORTEX CONSTRUCTION LLC 401(K) PROFIT SHARING PLAN401k$2.8M532025
002VORTEX CONSTRUCTION, LLC CASH BALANCE PLANCashBalance$2.6M422025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505VORTEX CONSTRUCTION EMPLOYEE BENEFIT PLAN TRUSTSelf Funded-$002024
Retirement plans
Welfare plans
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