|
VERTEX PLANNING PARTNERS, LLC 401(K) PLAN
|
2023
|
810781488
|
2024-06-27
|
VERTEX PLANNING PARTNERS LLC
|
27
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2016-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
6307967320
|
| Plan sponsor’s
address |
3000 WOODCREEK DR, STE 100, DOWNERS GROVE, IL, 60515
|
Signature of
| Role |
Plan administrator |
| Date |
2024-06-27 |
| Name of individual signing |
SHIRLEY HORNER |
| Valid signature |
Filed with authorized/valid electronic signature |
|
|
|
VERTEX PLANNING PARTNERS, LLC 401(K) PLAN
|
2022
|
810781488
|
2023-08-22
|
VERTEX PLANNING PARTNERS, LLC
|
23
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2016-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
6308363300
|
| Plan sponsor’s
address |
3000 WOODCREEK DRIVE, SUITE 100, DOWNERS GROVE, IL, 60515
|
|
|
VERTEX PLANNING PARTNERS, LLC 401(K) PLAN
|
2021
|
810781488
|
2022-06-17
|
VERTEX PLANNING PARTNERS, LLC
|
19
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2016-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
6308363300
|
| Plan sponsor’s
address |
3000 WOODCREEK DRIVE, SUITE 100, DOWNERS GROVE, IL, 60515
|
|
|
VERTEX PLANNING PARTNERS, LLC 401(K) PLAN
|
2020
|
810781488
|
2021-06-15
|
VERTEX PLANNING PARTNERS, LLC
|
16
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2016-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
6308363300
|
| Plan sponsor’s
address |
3000 WOODCREEK DRIVE, SUITE 100, DOWNERS GROVE, IL, 60515
|
|
|
VERTEX PLANNING PARTNERS, LLC 401(K) PLAN
|
2019
|
810781488
|
2020-06-09
|
VERTEX PLANNING PARTNERS, LLC
|
15
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2016-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
6308363300
|
| Plan sponsor’s
address |
3000 WOODCREEK DRIVE, SUITE 100, DOWNERS GROVE, IL, 60515
|
|
|
VERTEX PLANNING PARTNERS, LLC 401(K) PLAN
|
2018
|
810781488
|
2019-06-18
|
VERTEX PLANNING PARTNERS, LLC
|
6
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2016-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
6308363300
|
| Plan sponsor’s
address |
3000 WOODCREEK DRIVE, SUITE 100, DOWNERS GROVE, IL, 60515
|
|
|
VERTEX PLANNING PARTNERS, LLC 401(K) PLAN
|
2017
|
810781488
|
2018-04-11
|
VERTEX PLANNING PARTNERS, LLC
|
5
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2016-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
6308363300
|
| Plan sponsor’s
address |
3000 WOODCREEK DRIVE, SUITE 100, DOWNERS GROVE, IL, 60515
|
|
|
VERTEX PLANNING PARTNERS, LLC 401(K) PLAN
|
2016
|
810781488
|
2017-05-10
|
VERTEX PLANNING PARTNERS, LLC
|
0
|
|
| File |
View Page
|
| Three-digit plan number (PN) |
001
|
| Effective date of plan |
2016-01-01
|
| Business code |
523900
|
| Sponsor’s telephone number |
6308363300
|
| Plan sponsor’s
address |
2001 BUTTERFIELD RD., STE 1000, DOWNERS GROVE, IL, 60515
|
|
