Original filing (PDF)20250730125116NAL0004091953001

ORNELAS FINANCIAL PLANNING DBA NATALLIA ORNELAS

Name: ORNELAS FINANCIAL PLANNING DBA NATALLIA ORNELAS — ORNELAS FINANCIAL PLANNING 401(K) PLAN, Form 5500 (2024)
Creator: ORNELAS FINANCIAL PLANNING DBA NATALLIA ORNELAS

Form 5500-SF

FILING_RECEIVED

ORNELAS FINANCIAL PLANNING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$138K

Net assets (EOY)

$138K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ORNELAS FINANCIAL PLANNING DBA NATALLIA ORNELAS.

Plan sponsor

Name

ORNELAS FINANCIAL PLANNING DBA NATALLIA ORNELAS

EIN

46-1848527all filings

Address

2445 TECHNOLOGY FOREST BLVD STE 550 · THE WOODLANDS, TX · 77381

Phone

(832) 510-1746

Industry

Professional & Technical Servicessee all

Plan administrator