Vertex Education LLC
Plan context: Cfe Management Group LLC 401(K) Plan
EIN 45-5589598 • Chandler, AZ • 24 filings • 6 plans
Current Snapshot
Latest Year
2025
2025 Participants
362
2025 Assets
$12,892,813
2025 Contributions
$2,587,602
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 362 | $0 | $0 | - |
| Vertex Education LLC Health and Welfare Plan | - | 362 | - | - | - |
| 2024 | 2 | 268 | $12,892,813 | $2,587,602 | $9,655iApproximate average salary by contribution assumption: employee only about $241,381 at 4% or $160,921 at 6%; with 50% employer match about $160,921 at 4% or $107,280 at 6%; with 100% employer match about $120,690 at 4% or $80,460 at 6%. |
| Cfe Management Group LLC 401(K) Plan | - | 268 | $12,892,813 | $2,587,602 | $9,655iApproximate average salary by contribution assumption: employee only about $241,381 at 4% or $160,921 at 6%; with 50% employer match about $160,921 at 4% or $107,280 at 6%; with 100% employer match about $120,690 at 4% or $80,460 at 6%. |
| Vertex Education LLC Health and Welfare Plan | - | 205 | - | - | - |
| 2023 | 2 | 213 | $8,575,610 | $2,034,546 | $9,552iApproximate average salary by contribution assumption: employee only about $238,796 at 4% or $159,198 at 6%; with 50% employer match about $159,198 at 4% or $106,132 at 6%; with 100% employer match about $119,398 at 4% or $79,599 at 6%. |
| Cfe Management Group LLC 401(K) Plan | - | 213 | $8,575,610 | $2,034,546 | $9,552iApproximate average salary by contribution assumption: employee only about $238,796 at 4% or $159,198 at 6%; with 50% employer match about $159,198 at 4% or $106,132 at 6%; with 100% employer match about $119,398 at 4% or $79,599 at 6%. |
| Vertex Education LLC Health and Welfare Plan | - | 199 | - | - | - |
| 2022 | 2 | 204 | $6,889,043 | $1,636,581 | $8,022iApproximate average salary by contribution assumption: employee only about $200,561 at 4% or $133,708 at 6%; with 50% employer match about $133,708 at 4% or $89,138 at 6%; with 100% employer match about $100,281 at 4% or $66,854 at 6%. |
| Cfe Management Group LLC 401(K) Plan | - | 204 | $6,889,043 | $1,636,581 | $8,022iApproximate average salary by contribution assumption: employee only about $200,561 at 4% or $133,708 at 6%; with 50% employer match about $133,708 at 4% or $89,138 at 6%; with 100% employer match about $100,281 at 4% or $66,854 at 6%. |
| Vertex Education LLC Health and Welfare Plan | - | 204 | - | - | - |
| 2021 | 2 | 184 | $7,092,375 | $1,564,454 | $8,502iApproximate average salary by contribution assumption: employee only about $212,562 at 4% or $141,708 at 6%; with 50% employer match about $141,708 at 4% or $94,472 at 6%; with 100% employer match about $106,281 at 4% or $70,854 at 6%. |
| Cfe Management Group LLC 401(K) Plan | - | 184 | $7,092,375 | $1,564,454 | $8,502iApproximate average salary by contribution assumption: employee only about $212,562 at 4% or $141,708 at 6%; with 50% employer match about $141,708 at 4% or $94,472 at 6%; with 100% employer match about $106,281 at 4% or $70,854 at 6%. |
| Vertex Education LLC Health and Welfare Plan | - | 175 | - | - | - |
| 2020 | 2 | 177 | $5,076,728 | $640,254 | $3,617iApproximate average salary by contribution assumption: employee only about $90,431 at 4% or $60,288 at 6%; with 50% employer match about $60,288 at 4% or $40,192 at 6%; with 100% employer match about $45,216 at 4% or $30,144 at 6%. |
| Cfe Management Group LLC 401(K) Plan | - | 163 | $5,076,728 | $640,254 | $3,928iApproximate average salary by contribution assumption: employee only about $98,198 at 4% or $65,466 at 6%; with 50% employer match about $65,466 at 4% or $43,644 at 6%; with 100% employer match about $49,099 at 4% or $32,733 at 6%. |
| Vertex Education LLC Health and Welfare Plan | - | 177 | - | - | - |
| 2019 | 1 | 146 | $3,925,585 | $814,300 | $5,577iApproximate average salary by contribution assumption: employee only about $139,435 at 4% or $92,957 at 6%; with 50% employer match about $92,957 at 4% or $61,971 at 6%; with 100% employer match about $69,717 at 4% or $46,478 at 6%. |
| Cfe Management Group LLC 401(K) Plan | - | 146 | $3,925,585 | $814,300 | $5,577iApproximate average salary by contribution assumption: employee only about $139,435 at 4% or $92,957 at 6%; with 50% employer match about $92,957 at 4% or $61,971 at 6%; with 100% employer match about $69,717 at 4% or $46,478 at 6%. |
| 2018 | 1 | 74 | $3,869,331 | $745,549 | $10,075iApproximate average salary by contribution assumption: employee only about $251,875 at 4% or $167,916 at 6%; with 50% employer match about $167,916 at 4% or $111,944 at 6%; with 100% employer match about $125,937 at 4% or $83,958 at 6%. |
| Cfe Management Group LLC 401(K) Plan | - | 74 | $3,869,331 | $745,549 | $10,075iApproximate average salary by contribution assumption: employee only about $251,875 at 4% or $167,916 at 6%; with 50% employer match about $167,916 at 4% or $111,944 at 6%; with 100% employer match about $125,937 at 4% or $83,958 at 6%. |
| 2017 | 2 | 66 | $3,661,069 | $820,026 | $12,425iApproximate average salary by contribution assumption: employee only about $310,616 at 4% or $207,077 at 6%; with 50% employer match about $207,077 at 4% or $138,052 at 6%; with 100% employer match about $155,308 at 4% or $103,539 at 6%. |
| Cfe Management Group LLC 401(K) Plan | - | 66 | $3,106,240 | $649,515 | $9,841iApproximate average salary by contribution assumption: employee only about $246,028 at 4% or $164,019 at 6%; with 50% employer match about $164,019 at 4% or $109,346 at 6%; with 100% employer match about $123,014 at 4% or $82,009 at 6%. |
| Cfe Management Group LLC 401(K) Plan | - | 27 | $554,829 | $170,511 | $6,315iApproximate average salary by contribution assumption: employee only about $157,881 at 4% or $105,254 at 6%; with 50% employer match about $105,254 at 4% or $70,169 at 6%; with 100% employer match about $78,940 at 4% or $52,627 at 6%. |
| 2016 | 1 | 61 | $2,514,003 | $637,438 | $10,450iApproximate average salary by contribution assumption: employee only about $261,245 at 4% or $174,163 at 6%; with 50% employer match about $174,163 at 4% or $116,109 at 6%; with 100% employer match about $130,623 at 4% or $87,082 at 6%. |
| Cfe Management Group LLC 401(K) Plan | - | 61 | $2,514,003 | $637,438 | $10,450iApproximate average salary by contribution assumption: employee only about $261,245 at 4% or $174,163 at 6%; with 50% employer match about $174,163 at 4% or $116,109 at 6%; with 100% employer match about $130,623 at 4% or $87,082 at 6%. |
| 2015 | 2 | 568 | $4,975,846 | $1,309,985 | $2,306iApproximate average salary by contribution assumption: employee only about $57,658 at 4% or $38,439 at 6%; with 50% employer match about $38,439 at 4% or $25,626 at 6%; with 100% employer match about $28,829 at 4% or $19,219 at 6%. |
| Cfe Management Group LLC 401(K) Plan | - | 568 | $3,351,648 | $840,425 | $1,480iApproximate average salary by contribution assumption: employee only about $36,991 at 4% or $24,660 at 6%; with 50% employer match about $24,660 at 4% or $16,440 at 6%; with 100% employer match about $18,495 at 4% or $12,330 at 6%. |
| Cfe Management Group LLC 401(K) Plan | - | 51 | $1,624,198 | $469,560 | $9,207iApproximate average salary by contribution assumption: employee only about $230,176 at 4% or $153,451 at 6%; with 50% employer match about $153,451 at 4% or $102,301 at 6%; with 100% employer match about $115,088 at 4% or $76,725 at 6%. |
| 2014 | 3 | 705 | $3,378,774 | $1,336,483 | $1,896iApproximate average salary by contribution assumption: employee only about $47,393 at 4% or $31,595 at 6%; with 50% employer match about $31,595 at 4% or $21,064 at 6%; with 100% employer match about $23,697 at 4% or $15,798 at 6%. |
| Cfe Management Group LLC 401(K) Plan | - | 705 | $2,558,635 | $1,061,827 | $1,506iApproximate average salary by contribution assumption: employee only about $37,653 at 4% or $25,102 at 6%; with 50% employer match about $25,102 at 4% or $16,735 at 6%; with 100% employer match about $18,827 at 4% or $12,551 at 6%. |
| Cfe Management Group LLC 401(K) Plan | - | 32 | $820,139 | $274,656 | $8,583iApproximate average salary by contribution assumption: employee only about $214,575 at 4% or $143,050 at 6%; with 50% employer match about $143,050 at 4% or $95,367 at 6%; with 100% employer match about $107,288 at 4% or $71,525 at 6%. |
| Vertex Education LLC Health and Welfare Plan | - | 638 | - | - | - |
| 2013 | 2 | 693 | $1,516,930 | $579,994 | $837iApproximate average salary by contribution assumption: employee only about $20,923 at 4% or $13,949 at 6%; with 50% employer match about $13,949 at 4% or $9,299 at 6%; with 100% employer match about $10,462 at 4% or $6,974 at 6%. |
| Cfe Management Group LLC 401(K) Plan | - | 693 | $1,516,930 | $579,994 | $837iApproximate average salary by contribution assumption: employee only about $20,923 at 4% or $13,949 at 6%; with 50% employer match about $13,949 at 4% or $9,299 at 6%; with 100% employer match about $10,462 at 4% or $6,974 at 6%. |
| Vertex Education LLC Health and Welfare Plan | - | 603 | - | - | - |
| 2012 | 1 | 657 | $0 | $0 | - |
| Vertex Education LLC Health and Welfare Plan | - | 657 | - | - | - |