Original filing (PDF)20231108050937NAL0028820592001

ADRIAN ORTA

Name: ADRIAN ORTA — ADRIAN ORTA 401(K) PLAN, Form 5500 (2022)
Creator: ADRIAN ORTA

Form 5500-SF

FILING_RECEIVED

ADRIAN ORTA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9K

Net assets (EOY)

$9K

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.

Decision-maker contacts

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

Plan sponsor

Name

ADRIAN ORTA

EIN

20-8819916all filings

Address

4017 CHICKASAW AVE · FORT WORTH, TX · 76119

Phone

(817) 991-8534

Industry

Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-11-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

GRIDIRON GUYS CONSTRUCTION

GRIDIRON GUYS CONSTRUCTION CHAMBER BENEFIT ARRANGEMENT PLAN

$9K · 12 participants

CHASTAIN BUILDING SERVICES, LLC.

CHASTAIN BUILDING SERVICES, LLC. GFB BENEFIT PLAN

$9K · 1 participants

MARIS GROUP LLC

MARIS GROUP LLC 401(K) PLAN

$9K · 3 participants

STILTZ OF FLORIDA LLC

STILTZ OF FLORIDA LLC 401(K) PLAN

$9K · 4 participants

WATERMARK BUILDERS INC

WATERMARK BUILDERS 401(K) PLAN

$8K · 7 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.