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VERTEX FINANCIAL GROUP, INC.

EIN 84-1535834-financial services-Latest filing 2024
Plans
1
Retirement
1
$10.7M assets
Welfare
0
Participants
34
640 PLAZA DRIVE, SUITE 120 - HIGHLANDS RANCH, CO 80129720-746-2213vertex-financial.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$10.7M - 34 part

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Retirement#001

VERTEX FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$10.7M
Participants34
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VERTEX FINANCIAL GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$10.7M342024
Retirement plans
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