How big is Jim Cortinez's plan?

Jim Cortinez's plan reported $271K in assets and 5 participants for 2025.

Original filing (PDF)20260522164100NAL0007345170001

Jim Cortinez

Name: Jim Cortinez — JC Construction 401(k) Plan, Form 5500 (2025)
Creator: Jim Cortinez
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JC Construction 401(k) Plan

401(k) retirement plan · Jim Cortinez's JC Construction 401(k) Plan held $271K in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$271K

Net assets (EOY)

$271K

People on this filing

TERI Wesley signed Jim Cortinez's 2025 Form 5500 as plan administrator.

TERI Wesley — 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

Jim Cortinez's EIN is 77-0110096.

EIN 77-0110096

Plan number 001

Plan year 2025

ACK ID 20260522164100NAL0007345170001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jim Cortinez from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jim Cortinez's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).

Plan sponsor

Name

JIM CORTINEZ

EIN

all filings

Address

1755 PANCHO RD · CAMARILLO, CA · 93012

Phone

(805) 383-7017

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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