What public Form 5500 filings show about the Julio Ortega DDS Inc. 401(k) plan — and how to find and check your own account.
Julio Ortega DDS Inc. (EIN 81-2781808) reports JULIO ORTEGA DDS 401(K) PLAN on its most recent Form 5500, with $180K 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 Julio Ortega DDS Inc. filing — schedules, fees, and providers.
Julio Ortega DDS Inc.’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 Julio Ortega DDS Inc.HR for the recordkeeper’s name and login.
