How big is McCoy & ORTA, P.C.'s plan?

McCoy & ORTA, P.C.'s plan reported $9.1M in assets and 45 participants for 2024.

Original filing (PDF)20250805135540NAL0001260403001

McCoy & ORTA, P.C.

Name: McCoy & ORTA, P.C. — McCoy & ORTA, P.C. 401(k), Form 5500 (2024)
Creator: McCoy & ORTA, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McCoy & ORTA, P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · McCoy & ORTA, P.C.'s McCoy & ORTA, P.C. 401(k) Profit Sharing Plan held $9.1M in plan assets for 45 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.1M

Net assets (EOY)

$9.1M

People on this filing

Vanessa A. ORTA signed McCoy & ORTA, P.C.'s 2024 Form 5500 as plan administrator.

Vanessa A. ORTA — 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

McCoy & ORTA, P.C.'s EIN is 73-1399441.

EIN 73-1399441

Plan number 001

Plan year 2024

ACK ID 20250805135540NAL0001260403001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

McCoy & ORTA, 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 MCCOY & ORTA, P.C..

Finding similar companies…

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

MCCOY & ORTA, P.C.

EIN

all filings

Address

100 N. BROADWAY 26TH FLOOR · OKLAHOMA CITY, OK · 731029211

Phone

(405) 236-0003

Industry

Law Offices· Professional & Technical Services

Plan administrator