How big is Ortiz Heating & Air Conditioning Inc.'s plan?

Ortiz Heating & Air Conditioning Inc.'s plan reported $419K in assets and 7 participants for 2024.

Original filing (PDF)20250514154751NAL0019227409001

Ortiz Heating & Air Conditioning Inc.

Name: Ortiz Heating & Air Conditioning Inc. — Ortiz Heatin, Form 5500 (2024)
Creator: Ortiz Heating & Air Conditioning Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ortiz Heating & Air Conditioning Inc. Retirement

401(k) retirement plan · Ortiz Heating & Air Conditioning Inc.'s Ortiz Heating & Air Conditioning Inc. Retirement held $419K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$419K

Net assets (EOY)

$419K

Plan identifiers

Ortiz Heating & Air Conditioning Inc.'s EIN is 27-4493409.

EIN 27-4493409

Plan number 001

Plan year 2024

ACK ID 20250514154751NAL0019227409001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ortiz Heating & Air Conditioning Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ortiz Heating & Air Conditioning Inc.'s plan includes profit-sharing, a 401(k) feature.

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 (90th percentile).

Plan sponsor

Name

ORTIZ HEATING & AIR CONDITIONING INC

EIN

all filings

Address

833 MAHLER RD., STE. #14 · BURLINGAME, CA · 94010

Phone

(650) 758-4900

Industry

Plumbing, Heating, AC Contractors· Construction

Plan administrator