Form 5500 Search
Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

E. ALEX ORTIZ CPA PA 401(k) Plan

What public Form 5500 filings show about the E. ALEX ORTIZ CPA PA 401(k) plan — and how to find and check your own account.

Plan assets
$3.7M
Participants
8
Plans on file
1

The E. ALEX ORTIZ CPA PA 401(k) on its latest Form 5500

E. ALEX ORTIZ CPA PA (EIN 81-0866012) reports E. ALEX ORTIZ CPA, PA 401 K PLAN on its most recent Form 5500, with $3.7M in plan assets across 8 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full E. ALEX ORTIZ CPA PA filing — schedules, fees, and providers.

Who runs the E. ALEX ORTIZ CPA PA 401(k)?

E. ALEX ORTIZ CPA PA’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask E. ALEX ORTIZ CPA PAHR for the recordkeeper’s name and login.

How to check your E. ALEX ORTIZ CPA PA 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask E. ALEX ORTIZ CPA PA HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: E. ALEX ORTIZ CPA PA — all Form 5500 filings (EIN 81-0866012) · Florida employer EIN lookup · Form 5500 search
E. ALEX ORTIZ CPA PA 401(k) Plan — Form 5500