How big is Kassahn & Ortiz, PC's plan?

Kassahn & Ortiz, PC's plan reported $1.4M in assets and 2 participants for 2025.

Original filing (PDF)20260522161043NAL0007325122001

Kassahn & Ortiz, PC

Name: Kassahn & Ortiz, PC — Kassahn & Ortiz 401(k) Profit, Form 5500 (2025)
Creator: Kassahn & Ortiz, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kassahn & Ortiz 401(k) Profit Sharing Plan

401(k) retirement plan · Kassahn & Ortiz, PC's Kassahn & Ortiz 401(k) Profit Sharing Plan held $1.4M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Casandra Ortiz signed Kassahn & Ortiz, PC's 2025 Form 5500 as plan administrator.

Casandra Ortiz — 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

Kassahn & Ortiz, PC's EIN is 46-4736153.

EIN 46-4736153

Plan number 001

Plan year 2025

ACK ID 20260522161043NAL0007325122001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kassahn & Ortiz, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Kassahn & Ortiz, PC'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 KASSAHN & ORTIZ, PC.

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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