Civic Intelligence

Vertellus Holdings LLC

Plan context: Vertellus 401(K) Deferred Savings Plan

EIN 81-3767219 • 9 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

478

2024 Assets

$96,368,161

2024 Contributions

$7,643,151

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$118,829,862$59,414,931$0201620202024YearValue
$96,368,161Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

5722860201620202024YearValue
478Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20241478$96,368,161$7,643,151$15,990iApproximate average salary by contribution assumption: employee only about $399,746 at 4% or $266,498 at 6%; with 50% employer match about $266,498 at 4% or $177,665 at 6%; with 100% employer match about $199,873 at 4% or $133,249 at 6%.
Vertellus 401(K) Deferred Savings Plan-478$96,368,161$7,643,151$15,990iApproximate average salary by contribution assumption: employee only about $399,746 at 4% or $266,498 at 6%; with 50% employer match about $266,498 at 4% or $177,665 at 6%; with 100% employer match about $199,873 at 4% or $133,249 at 6%.
20231512$97,593,638$13,399,378$26,171iApproximate average salary by contribution assumption: employee only about $654,267 at 4% or $436,178 at 6%; with 50% employer match about $436,178 at 4% or $290,785 at 6%; with 100% employer match about $327,133 at 4% or $218,089 at 6%.
Vertellus 401(K) Deferred Savings Plan-512$97,593,638$13,399,378$26,171iApproximate average salary by contribution assumption: employee only about $654,267 at 4% or $436,178 at 6%; with 50% employer match about $436,178 at 4% or $290,785 at 6%; with 100% employer match about $327,133 at 4% or $218,089 at 6%.
20221567$96,139,172$10,652,904$18,788iApproximate average salary by contribution assumption: employee only about $469,705 at 4% or $313,137 at 6%; with 50% employer match about $313,137 at 4% or $208,758 at 6%; with 100% employer match about $234,852 at 4% or $156,568 at 6%.
Vertellus 401(K) Deferred Savings Plan-567$96,139,172$10,652,904$18,788iApproximate average salary by contribution assumption: employee only about $469,705 at 4% or $313,137 at 6%; with 50% employer match about $313,137 at 4% or $208,758 at 6%; with 100% employer match about $234,852 at 4% or $156,568 at 6%.
20211572$118,829,862$7,282,841$12,732iApproximate average salary by contribution assumption: employee only about $318,306 at 4% or $212,204 at 6%; with 50% employer match about $212,204 at 4% or $141,469 at 6%; with 100% employer match about $159,153 at 4% or $106,102 at 6%.
Vertellus 401(K) Deferred Savings Plan-572$118,829,862$7,282,841$12,732iApproximate average salary by contribution assumption: employee only about $318,306 at 4% or $212,204 at 6%; with 50% employer match about $212,204 at 4% or $141,469 at 6%; with 100% employer match about $159,153 at 4% or $106,102 at 6%.
20201485$117,081,842$8,420,933$17,363iApproximate average salary by contribution assumption: employee only about $434,069 at 4% or $289,379 at 6%; with 50% employer match about $289,379 at 4% or $192,919 at 6%; with 100% employer match about $217,034 at 4% or $144,690 at 6%.
Vertellus 401(K) Deferred Savings Plan-485$117,081,842$8,420,933$17,363iApproximate average salary by contribution assumption: employee only about $434,069 at 4% or $289,379 at 6%; with 50% employer match about $289,379 at 4% or $192,919 at 6%; with 100% employer match about $217,034 at 4% or $144,690 at 6%.
20191429$106,544,610$6,535,039$15,233iApproximate average salary by contribution assumption: employee only about $380,830 at 4% or $253,887 at 6%; with 50% employer match about $253,887 at 4% or $169,258 at 6%; with 100% employer match about $190,415 at 4% or $126,943 at 6%.
Vertellus 401(K) Deferred Savings Plan-429$106,544,610$6,535,039$15,233iApproximate average salary by contribution assumption: employee only about $380,830 at 4% or $253,887 at 6%; with 50% employer match about $253,887 at 4% or $169,258 at 6%; with 100% employer match about $190,415 at 4% or $126,943 at 6%.
20181475$90,817,775$6,824,203$14,367iApproximate average salary by contribution assumption: employee only about $359,169 at 4% or $239,446 at 6%; with 50% employer match about $239,446 at 4% or $159,630 at 6%; with 100% employer match about $179,584 at 4% or $119,723 at 6%.
Vertellus 401(K) Deferred Savings Plan-475$90,817,775$6,824,203$14,367iApproximate average salary by contribution assumption: employee only about $359,169 at 4% or $239,446 at 6%; with 50% employer match about $239,446 at 4% or $159,630 at 6%; with 100% employer match about $179,584 at 4% or $119,723 at 6%.
20171522$96,152,807$6,699,984$12,835iApproximate average salary by contribution assumption: employee only about $320,880 at 4% or $213,920 at 6%; with 50% employer match about $213,920 at 4% or $142,614 at 6%; with 100% employer match about $160,440 at 4% or $106,960 at 6%.
Vertellus 401(K) Deferred Savings Plan-522$96,152,807$6,699,984$12,835iApproximate average salary by contribution assumption: employee only about $320,880 at 4% or $213,920 at 6%; with 50% employer match about $213,920 at 4% or $142,614 at 6%; with 100% employer match about $160,440 at 4% or $106,960 at 6%.
20161562$90,418,962$7,731,741$13,758iApproximate average salary by contribution assumption: employee only about $343,939 at 4% or $229,292 at 6%; with 50% employer match about $229,292 at 4% or $152,862 at 6%; with 100% employer match about $171,969 at 4% or $114,646 at 6%.
Vertellus 401(K) Deferred Savings Plan-562$90,418,962$7,731,741$13,758iApproximate average salary by contribution assumption: employee only about $343,939 at 4% or $229,292 at 6%; with 50% employer match about $229,292 at 4% or $152,862 at 6%; with 100% employer match about $171,969 at 4% or $114,646 at 6%.