How big is P Ortega Enterprises LLC's plan?

P Ortega Enterprises LLC's plan reported $33K in assets and 13 participants for 2024.

Original filing (PDF)20250729081708NAL0004237568001

P Ortega Enterprises LLC

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

Form 5500-SF

FILING_RECEIVED

P Ortega Enterprises LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · P Ortega Enterprises LLC's P Ortega Enterprises LLC 401(k) Profit Sharing Plan & Trust held $33K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$33K

Net assets (EOY)

$33K

People on this filing

Edward Rojas signed P Ortega Enterprises LLC's 2024 Form 5500 as plan administrator.

Edward Rojas — 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

P Ortega Enterprises LLC's EIN is 47-1221236.

EIN 47-1221236

Plan number 001

Plan year 2024

ACK ID 20250729081708NAL0004237568001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for P Ortega Enterprises LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

P Ortega Enterprises LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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 (97th percentile).

Plan sponsor

Name

P ORTEGA ENTERPRISES LLC

EIN

all filings

Address

11809 WARFIELD ST · SAN ANTONIO, TX · 782163214

Phone

(210) 541-8342

Industry

Admin Support & Waste Mgmt

Plan administrator