How big is Ortman Financial Group, LLC's plan?

Ortman Financial Group, LLC's plan reported $2K in assets and 2 participants for 2024.

Original filing (PDF)20251010112414NAL0007602561001

Ortman Financial Group, LLC

Name: Ortman Financial Group, LLC — OFG 401(k) Plan, Form 5500 (2024)
Creator: Ortman Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OFG 401(k) Plan

401(k) retirement plan · Ortman Financial Group, LLC's OFG 401(k) Plan held $2K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

People on this filing

Richard Tatum signed Ortman Financial Group, LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Ortman Financial Group, LLC's EIN is 47-1523187.

EIN 47-1523187

Plan number 001

Plan year 2024

ACK ID 20251010112414NAL0007602561001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ortman Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ortman Financial Group, 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 ORTMAN FINANCIAL GROUP, LLC.

Finding similar companies…

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