How big is AJ Ortega, DMD, MS PLLC's plan?

AJ Ortega, DMD, MS PLLC's plan reported $1.0M in assets and 7 participants for 2025.

Original filing (PDF)20260323105846NAL0000697411001

AJ Ortega, DMD, MS PLLC

Name: AJ Ortega, DMD, MS PLLC — White Rock Orthodontics, Form 5500 (2025)
Creator: AJ Ortega, DMD, MS PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

White Rock Orthodontics Retirement Plan & Trust

401(k) retirement plan · AJ Ortega, DMD, MS PLLC's White Rock Orthodontics Retirement Plan & Trust held $1.0M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

AJ Ortega, DMD, MS PLLC's EIN is 27-3134640.

EIN 27-3134640

Plan number 001

Plan year 2025

ACK ID 20260323105846NAL0000697411001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for AJ Ortega, DMD, MS PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

AJ Ortega, DMD, MS PLLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AJ ORTEGA, DMD, MS PLLC.

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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