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Sponsor portfolio

VORTEX, LLC

EIN 84-2568249-information technology and services-Latest filing 2024
Plans
2
Retirement
2
$961K assets
Welfare
0
Participants
21
PO BOX 21145 - WASHINGTON, DC 20009202-602-6662vortexmsp.comLinkedIn11-50 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$624K - 15 part#002CashBalance-$337K - 6 part

Retirement portfolio analytics

2 plans aggregated / $961K assets / 21 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • VORTEX, LLC 401(K) (#001)65%
  • CASH BALANCE PLAN (#002)35%
Total $961KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • VORTEX, LLC 401(K) (#001)15
  • CASH BALANCE PLAN (#002)6
Total 21Click 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, LLC 401(K) PLAN

401k

Assets$624K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

VORTEX, LLC CASH BALANCE PLAN

CashBalance

Assets$337K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001VORTEX, LLC 401(K) PLAN401k$624K152024
002VORTEX, LLC CASH BALANCE PLANCashBalance$337K62024
Retirement plans
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