How big is L. Stephen Ortego, DDS' plan?

L. Stephen Ortego, DDS' plan reported $1.8M in assets and 6 participants for 2025.

Original filing (PDF)20260522082136NAL0003308864001

L. Stephen Ortego, DDS

Name: L. Stephen Ortego, DDS — L. Stephen Ortego , DDS, Form 5500 (2025)
Creator: L. Stephen Ortego, DDS
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

L. Stephen Ortego , DDS 401(k) Plan

401(k) retirement plan · L. Stephen Ortego, DDS' L. Stephen Ortego , DDS 401(k) Plan held $1.8M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Stephen Ortego signed L. Stephen Ortego, DDS' 2025 Form 5500 as plan administrator.

Stephen Ortego — 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

L. Stephen Ortego, DDS' EIN is 72-1406090.

EIN 72-1406090

Plan number 001

Plan year 2025

ACK ID 20260522082136NAL0003308864001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for L. Stephen Ortego, DDS from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

L. Stephen Ortego, DDS' 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 L. STEPHEN ORTEGO, DDS.

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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