How big is Ortman Consulting, LLC's plan?

Ortman Consulting, LLC's plan reported $2.6M in assets and 14 participants for 2024.

Original filing (PDF)20250717120444NAL0000389506001

Ortman Consulting, LLC

Name: Ortman Consulting, LLC — Ortman Consulting 401(k), Form 5500 (2024)
Creator: Ortman Consulting, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ortman Consulting 401(k) Plan

401(k) retirement plan · Ortman Consulting, LLC's Ortman Consulting 401(k) Plan held $2.6M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Ortman Consulting, LLC's EIN is 26-2360428.

EIN 26-2360428

Plan number 001

Plan year 2024

ACK ID 20250717120444NAL0000389506001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ortman Consulting, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ortman Consulting, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

ORTMAN CONSULTING, LLC

EIN

all filings

Address

136 NORTH UNION STREET · ALEXANDRIA, VA · 22314

Phone

(202) 905-2648

Industry

Professional & Technical Services

Plan administrator