Assets by plan
Share of aggregate retirement assets
53%top
Sponsor portfolio
VERTE AGENCY, INC.
EIN 83-1432518marketing and advertisingLatest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
14
18 JEF ROAD - BILLERICA, MA 018215621781-325-2259verteagency.comLinkedIn1-10 employeesmarketing and advertising
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 14 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
VERTE AGENCY, INC. PROFIT SHARING PLAN AND TRUST
401k
Assets$922K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
VERTE AGENCY, INC. CASH BALANCE PLAN
CashBalance
Assets$814K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VERTE AGENCY, INC. PROFIT SHARING PLAN AND TRUST | 401k | $922K | 10 | 2025 | |
| 002 | VERTE AGENCY, INC. CASH BALANCE PLAN | CashBalance | $814K | 4 | 2025 |
Retirement plans