What public Form 5500 filings show about the Ortiz Tool 401(k) plan — and how to find and check your own account.
Ortiz Tool (EIN 90-0994796) reports ORTIZ TOOL 401(K) PLAN on its most recent Form 5500, with $978K in plan assets across 10 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 Tool filing — schedules, fees, and providers.
Ortiz Tool’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 ToolHR for the recordkeeper’s name and login.
