How big is Kathleen L Ortiz's plan?

Kathleen L Ortiz's plan reported $2K in assets and 17 participants for 2025.

Original filing (PDF)20260428101622NAL0020633906001

Kathleen L Ortiz

Name: Kathleen L Ortiz — Kathleen L Ortiz 401(k) Profit, Form 5500 (2025)
Creator: Kathleen L Ortiz
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kathleen L Ortiz 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Kathleen L Ortiz's Kathleen L Ortiz 401(k) Profit Sharing Plan & Trust held $2K in plan assets for 17 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

People on this filing

Edward Rojas signed Kathleen L Ortiz's 2025 Form 5500 as plan administrator.

Edward Rojas — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Kathleen L Ortiz's EIN is 20-3364169.

EIN 20-3364169

Plan number 001

Plan year 2025

ACK ID 20260428101622NAL0020633906001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kathleen L Ortiz from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Kathleen L Ortiz's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KATHLEEN L ORTIZ.

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Plan health score

Above-average plan

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

Knocking points off