How big is J.O. Alvarez, Inc.'s plan?

J.O. Alvarez, Inc.'s plan reported $3.0M in assets and 51 participants for 2023.

Original filing (PDF)20250814092910NAL0021806274001

J.O. Alvarez, Inc.

Name: J.O. Alvarez, Inc. — J.O. Alvarez 401(k) Profit, Form 5500 (2023)
Creator: J.O. Alvarez, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J.O. Alvarez 401(k) Profit Sharing Retirement Plan

401(k) retirement plan · J.O. Alvarez, Inc.'s J.O. Alvarez 401(k) Profit Sharing Retirement Plan held $3.0M in plan assets for 51 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Andria Lozano signed J.O. Alvarez, Inc.'s 2023 Form 5500 as plan administrator.

Andria Lozano — 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

J.O. Alvarez, Inc.'s EIN is 74-2210674.

EIN 74-2210674

Plan number 002

Plan year 2023

ACK ID 20250814092910NAL0021806274001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for J.O. Alvarez, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

J.O. Alvarez, Inc.'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 J.O. ALVAREZ, INC..

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Plan health score

Above-average plan

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

Knocking points off