How big is Ortega Orthodontics, PLLC's plan?

Ortega Orthodontics, PLLC's plan reported $339K in assets and 11 participants for 2024.

Original filing (PDF)20251006113443NAL0006344224001

Ortega Orthodontics, PLLC

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

Form 5500-SF

FILING_RECEIVED

Ortega Orthodontics, PLLC Cash Balance Plan

Defined-benefit pension plan · Ortega Orthodontics, PLLC's Ortega Orthodontics, PLLC Cash Balance Plan held $339K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$339K

Net assets (EOY)

$339K

Plan identifiers

Ortega Orthodontics, PLLC's EIN is 46-5603476.

EIN 46-5603476

Plan number 002

Plan year 2024

ACK ID 20251006113443NAL0006344224001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ortega Orthodontics, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ortega Orthodontics, PLLC's plan includes a cash-balance formula, a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ORTEGA ORTHODONTICS, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score