VERTEX EDUCATION, LLC 401(K) MULTIPLE EMPLOYER PLAN (VE)

Plan Contact

  • Address: 3125 S GILBERT ROAD,CHANDLER,AZ
  • Contact person: JASON FERNANDEZ
  • Phone: (480) 270-5438

Plan General Information

VERTEX EDUCATION, LLC 401(K) MULTIPLE EMPLOYER PLAN (VE) Total Retirement Plan Assets

At the end of 2020, the total retirement plan assets of VERTEX EDUCATION, LLC 401(K) MULTIPLE EMPLOYER PLAN (VE) is $5,076,728.00.This plan was established in 2011.

VERTEX EDUCATION, LLC 401(K) MULTIPLE EMPLOYER PLAN (VE) Total Number of Retirement Plan Participants

At the end of 2020, the total number of retirement plan participants in VERTEX EDUCATION, LLC 401(K) MULTIPLE EMPLOYER PLAN (VE) is 163

VERTEX EDUCATION, LLC 401(K) MULTIPLE EMPLOYER PLAN (VE) Average Participant Retirement Account Value

In 2020, the average participant retirement account value for VERTEX EDUCATION, LLC 401(K) MULTIPLE EMPLOYER PLAN (VE) is $31,145.00

VERTEX EDUCATION, LLC 401(K) MULTIPLE EMPLOYER PLAN (VE) Estimated Average Employee Contribution Amount

In 2020, the estimated average employee contribution amount per participant for VERTEX EDUCATION, LLC 401(K) MULTIPLE EMPLOYER PLAN (VE) is $3,973.00.

VERTEX EDUCATION, LLC 401(K) MULTIPLE EMPLOYER PLAN (VE) Estimated Average Employer Match

In 2020, the estimated average employer match for an employee in VERTEX EDUCATION, LLC 401(K) MULTIPLE EMPLOYER PLAN (VE) is approximately $1,363.00
Investing in this additonal $1,363.00 for 20 years would give you extra $87,237.00, assuming a 10% annual return.

VERTEX EDUCATION, LLC 401(K) MULTIPLE EMPLOYER PLAN (VE) Total Employer Contribution and Match Rate

In 2020, VERTEX EDUCATION, LLC 401(K) MULTIPLE EMPLOYER PLAN (VE) allocates $222,182.00 to match its employees' contributions, providing an employer match rate of 68.61% of their contributions

VERTEX EDUCATION, LLC 401(K) MULTIPLE EMPLOYER PLAN (VE) Total Retirement Plan Asset Growth Rate

In 2020, the total retirement plan asset growth rate of VERTEX EDUCATION, LLC 401(K) MULTIPLE EMPLOYER PLAN (VE) is 29.32%.

VERTEX EDUCATION, LLC 401(K) MULTIPLE EMPLOYER PLAN (VE) Estimated Aggregate Retirement Account Investment Gain/Loss

In 2020, the estimated aggregate retirement account investment gain/loss for VERTEX EDUCATION, LLC 401(K) MULTIPLE EMPLOYER PLAN (VE) is 16.62%. This measures the effectiveness of the plan participants' investments in the year.

VERTEX EDUCATION, LLC 401(K) MULTIPLE EMPLOYER PLAN (VE) Expense Ratio

In 2020, the investment and administrative expense ratio of VERTEX EDUCATION, LLC 401(K) MULTIPLE EMPLOYER PLAN (VE) is 0.33%.

Enrollment Features

VERTEX EDUCATION, LLC 401(K) MULTIPLE EMPLOYER PLAN (VE) has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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