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.
E. ALEX Ortiz CPA PA (EIN 81-0866012) reports E. ALEX ORTIZ CPA, PA 401 K PLAN on its most recent Form 5500, with $4.5M in plan assets across 9 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.
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.
