Ortiz Heating & Air Conditioning Inc. 401(k) Plan

The Ortiz Heating & Air Conditioning Inc. 401(k) on its latest Form 5500

Ortiz Heating & Air Conditioning Inc. (EIN 27-4493409) reports ORTIZ HEATING & AIR CONDITIONING INC RETIREMENT on its most recent Form 5500, with $419K in plan assets across 7 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 Heating & Air Conditioning Inc. filing — schedules, fees, and providers.

Who runs the Ortiz Heating & Air Conditioning Inc. 401(k)?

Ortiz Heating & Air Conditioning 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 Ortiz Heating & Air Conditioning Inc.HR for the recordkeeper’s name and login.

How to check your Ortiz Heating & Air Conditioning Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Ortiz Heating & Air Conditioning Inc. 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).