Original filing (PDF)20250930050604NAL0011911857001

ORTA & CHOATE, P.C.

Name: ORTA & CHOATE, P.C. — ORTA & CHOATE, P.C. 401K PLAN & TRUST, Form 5500 (2024)
Creator: ORTA & CHOATE, P.C.

Form 5500-SF

FILING_RECEIVED

ORTA & CHOATE, P.C. 401K PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$526K

Net assets (EOY)

$526K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ORTA & CHOATE, P.C..

Plan sponsor

Name

ORTA & CHOATE, P.C.

EIN

20-1196661all filings

Address

14841 DALLAS PARKWAY SUITE 705 · DALLAS, TX · 75254

Phone

(972) 342-7115

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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