Original filing (PDF)20250512091631NAL0017074385001

FERNANDO ORTEGA TAX & FINANCIAL CONSULTANT

Name: FERNANDO ORTEGA TAX & FINANCIAL CONSULTANT — FERNANDO ORTEGA TAX & FINANCIAL CONSULTANT RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: FERNANDO ORTEGA TAX & FINANCIAL CONSULTANT

Form 5500-SF

FILING_RECEIVED

FERNANDO ORTEGA TAX & FINANCIAL CONSULTANT RETIREMENT SAVINGS PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$495K

Net assets (EOY)

$495K

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 (91st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FERNANDO ORTEGA TAX & FINANCIAL CONSULTANT.

Plan sponsor

Name

FERNANDO ORTEGA TAX & FINANCIAL CONSULTANT

EIN

26-3639670

Address

6010 MCPHERSON ROAD · SUITE D2 · LAREDO, TX · 78041

Phone

(956) 723-1065

Industry

Professional & Technical Servicessee all

Plan administrator