How big is Marcos Ortega DDS Inc.'s plan?

Marcos Ortega DDS Inc.'s plan reported $426K in assets and 6 participants for 2024.

Original filing (PDF)20250719200605NAL0001633843001

Marcos Ortega DDS Inc.

Name: Marcos Ortega DDS Inc. — Marcos Ortega DDS Inc., Form 5500 (2024)
Creator: Marcos Ortega DDS Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Marcos Ortega DDS Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Marcos Ortega DDS Inc.'s Marcos Ortega DDS Inc. 401(k) Profit Sharing Plan & Trust held $426K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$426K

Net assets (EOY)

$426K

People on this filing

Nick Rice signed Marcos Ortega DDS Inc.'s 2024 Form 5500 as plan administrator.

Nick Rice — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Marcos Ortega DDS Inc.'s EIN is 45-4117608.

EIN 45-4117608

Plan number 001

Plan year 2024

ACK ID 20250719200605NAL0001633843001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Marcos Ortega DDS Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Marcos Ortega DDS Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARCOS ORTEGA DDS INC.

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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