How big is Sergio Ortiz Atienza's plan?

Sergio Ortiz Atienza's plan reported $103K in assets and 1 participants for 2024.

Original filing (PDF)20251015085622NAL0008730274001

Sergio Ortiz Atienza

Name: Sergio Ortiz Atienza — Sergio Ortiz Atienza, Form 5500 (2024)
Creator: Sergio Ortiz Atienza
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sergio Ortiz Atienza Retirement Plan

Defined-contribution retirement plan · Sergio Ortiz Atienza's Sergio Ortiz Atienza Retirement Plan held $103K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$103K

Net assets (EOY)

$103K

Plan identifiers

Sergio Ortiz Atienza's EIN is 66-0378686.

EIN 66-0378686

Plan number 001

Plan year 2024

ACK ID 20251015085622NAL0008730274001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sergio Ortiz Atienza from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sergio Ortiz Atienza's plan includes profit-sharing.

Decision-maker contacts

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

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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