How big is Dr. Rolando Ortiz Optometrist, PLLC's plan?

Dr. Rolando Ortiz Optometrist, PLLC's plan reported $189K in assets and 4 participants for 2024.

Original filing (PDF)20250715152519NAL0001733523001

Dr. Rolando Ortiz Optometrist, PLLC

Name: Dr. Rolando Ortiz Optometrist, PLLC — Dr. Rolando, Form 5500 (2024)
Creator: Dr. Rolando Ortiz Optometrist, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dr. Rolando Ortiz Optometrist 401(k) Plan

401(k) retirement plan · Dr. Rolando Ortiz Optometrist, PLLC's Dr. Rolando Ortiz Optometrist 401(k) Plan held $189K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$189K

Net assets (EOY)

$189K

Plan identifiers

Dr. Rolando Ortiz Optometrist, PLLC's EIN is 45-4926084.

EIN 45-4926084

Plan number 001

Plan year 2024

ACK ID 20250715152519NAL0001733523001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dr. Rolando Ortiz Optometrist, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dr. Rolando Ortiz Optometrist, PLLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DR. ROLANDO ORTIZ OPTOMETRIST, 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

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 (92nd percentile).

Plan sponsor

Name

DR. ROLANDO ORTIZ OPTOMETRIST, PLLC

EIN

all filings

Address

836 E. CHATHAM ST., SUITE 106 · CARY, NC · 27511

Phone

(919) 755-3444

Industry

Health Care & Social Assistance

Plan administrator