How big is Kristy R. Cortez, P.C.'s plan?

Kristy R. Cortez, P.C.'s plan reported $72K in assets and 11 participants for 2024.

Original filing (PDF)20250922095233NAL0005451120001

Kristy R. Cortez, P.C.

Name: Kristy R. Cortez, P.C. — Kristy R. Cortez, P.C., Form 5500 (2024)
Creator: Kristy R. Cortez, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kristy R. Cortez, P.C. 401(k) Plan

401(k) retirement plan · Kristy R. Cortez, P.C.'s Kristy R. Cortez, P.C. 401(k) Plan held $72K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$72K

Net assets (EOY)

$72K

People on this filing

Kristy Cortez signed Kristy R. Cortez, P.C.'s 2024 Form 5500 as plan administrator.

Kristy Cortez — 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

Kristy R. Cortez, P.C.'s EIN is 71-0925092.

EIN 71-0925092

Plan number 001

Plan year 2024

ACK ID 20250922095233NAL0005451120001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kristy R. Cortez, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kristy R. Cortez, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KRISTY R. CORTEZ, P.C..

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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