How big is Ortiz & SON, Inc.'s plan?

Ortiz & SON, Inc.'s plan reported $1.8M in assets and 25 participants for 2024.

Original filing (PDF)20250620104926NAL0002243955001

Ortiz & SON, Inc.

Name: Ortiz & SON, Inc. — Ortiz & SON, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Ortiz & SON, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ortiz & SON, Inc. 401(k) Plan

401(k) retirement plan · Ortiz & SON, Inc.'s Ortiz & SON, Inc. 401(k) Plan held $1.8M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Ortiz & SON, Inc.'s EIN is 61-1435597.

EIN 61-1435597

Plan number 001

Plan year 2024

ACK ID 20250620104926NAL0002243955001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ortiz & SON, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ortiz & SON, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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