How big is Jorge Luis Ortiz's plan?

Jorge Luis Ortiz's plan reported $3K in assets and 4 participants for 2024.

Original filing (PDF)20250718142811NAL0000984627001

Jorge Luis Ortiz

Name: Jorge Luis Ortiz — Jorge Luis Ortiz 401(k) Plan, Form 5500 (2024)
Creator: Jorge Luis Ortiz
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jorge Luis Ortiz 401(k) Plan

401(k) retirement plan · Jorge Luis Ortiz's Jorge Luis Ortiz 401(k) Plan held $3K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3K

Net assets (EOY)

$3K

People on this filing

Nick Rice signed Jorge Luis Ortiz's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Jorge Luis Ortiz's EIN is 77-0564929.

EIN 77-0564929

Plan number 001

Plan year 2024

ACK ID 20250718142811NAL0000984627001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jorge Luis Ortiz from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jorge Luis Ortiz's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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