How big is Roger Ortiz, DDS, Inc.'s plan?

Roger Ortiz, DDS, Inc.'s plan reported $1.0M in assets and 4 participants for 2024.

Original filing (PDF)20251015181356NAL0010983106001

Roger Ortiz, DDS, Inc.

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

Form 5500-SF

FILING_RECEIVED

Roger Ortiz, DDS, Inc. 401(k) Plan

401(k) retirement plan · Roger Ortiz, DDS, Inc.'s Roger Ortiz, DDS, Inc. 401(k) Plan held $1.0M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Roger Ortiz, DDS, Inc.'s EIN is 74-1745925.

EIN 74-1745925

Plan number 001

Plan year 2024

ACK ID 20251015181356NAL0010983106001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Roger Ortiz, DDS, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Roger Ortiz, DDS, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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