ORTIZ FINANCIAL SOLUTIONS, LLC 401(k) Plan
What public Form 5500 filings show about the ORTIZ FINANCIAL SOLUTIONS, LLC 401(k) plan — and how to find and check your own account.
The ORTIZ FINANCIAL SOLUTIONS, LLC 401(k) on its latest Form 5500
ORTIZ FINANCIAL SOLUTIONS, LLC (EIN 81-1298106) reports ORTIZ FINANCIAL SOLUTIONS 401(K) PLAN on its most recent Form 5500, with $18K in plan assets across 1 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 ORTIZ FINANCIAL SOLUTIONS, LLC filing — schedules, fees, and providers.
Who runs the ORTIZ FINANCIAL SOLUTIONS, LLC 401(k)?
ORTIZ FINANCIAL SOLUTIONS, LLC’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 ORTIZ FINANCIAL SOLUTIONS, LLCHR for the recordkeeper’s name and login.
How to check your ORTIZ FINANCIAL SOLUTIONS, LLC 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask ORTIZ FINANCIAL SOLUTIONS, LLC 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).