How big is Hilda Ortiz's plan?

Hilda Ortiz's plan reported $11K in assets and 1 participants for 2023.

Original filing (PDF)20240522162017NAL0004260049001

Hilda Ortiz

Name: Hilda Ortiz — HEO Retirement Plan, Form 5500 (2023)
Creator: Hilda Ortiz
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

HEO Retirement Plan

Defined-contribution retirement plan · Hilda Ortiz's HEO Retirement Plan held $11K in plan assets for 1 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11K

Net assets (EOY)

$11K

People on this filing

Jose Jimenez signed Hilda Ortiz's 2023 Form 5500 as plan administrator.

Jose Jimenez — 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

Hilda Ortiz's EIN is 66-0931386.

EIN 66-0931386

Plan number 001

Plan year 2023

ACK ID 20240522162017NAL0004260049001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Hilda Ortiz from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Hilda Ortiz'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 HILDA ORTIZ.

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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.

Plan sponsor

Name

HILDA ORTIZ

EIN

all filings

Address

PASEO JACARANDA 15409 · CALLE FLAMBOYAN · SANTA ISABEL, PR · 00757

Phone

(787) 641-0994

Industry

Information / Tech / Media

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-22

Pension benefit codes

2E · Profit-sharing

3C · Not intended to be qualified

3B · Covers self-employed individuals

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

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