Original filing (PDF)20251015085622NAL0008730274001

SERGIO ORTIZ ATIENZA

Name: SERGIO ORTIZ ATIENZA — SERGIO ORTIZ ATIENZA RETIREMENT PLAN, Form 5500 (2024)
Creator: SERGIO ORTIZ ATIENZA

Form 5500-SF

FILING_RECEIVED

SERGIO ORTIZ ATIENZA RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$103K

Net assets (EOY)

$103K

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 average account balance (88th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SERGIO ORTIZ ATIENZA.

Plan sponsor

Name

SERGIO ORTIZ ATIENZA

EIN

66-0378686all filings

Address

BOX 7558 · PONCE, PR · 007327558

Phone

(787) 300-3777

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

AMERICAN FIRE RECOVERY

AMERICAN FIRE RECOVERY 401(K) PROFIT SHARING PLAN & TRUST

$103K · 6 participants

A-1 SECURITY, INC.

A-1 SECURITY 401(K) PLAN

$103K · 2 participants

THE BUSINESS COUNCILS 90A LLC

THE BUSINESS COUNCILS 90A LLC 401K PLAN

$103K · 5 participants

MOBILE PAINT MANUFACTURING COMPANY OF PUERTO RICO, INC.

MOBILE PAINT MANUFACTURING COMPANY OF P.R., INC. 401(K) RETIRMENT SAVINGS PLAN

$103K · 2 participants

POINTS MEDICAL NETWORK LLC

POINTS GROUP 401(K) PLAN

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.