How big is E. ALEX Ortiz CPA PA's plan?

E. ALEX Ortiz CPA PA's plan reported $4.5M in assets and 9 participants for 2025.

Original filing (PDF)20260507161640NAL0002617139001

E. ALEX Ortiz CPA PA

Name: E. ALEX Ortiz CPA PA — E. ALEX Ortiz CPA, PA 401 K, Form 5500 (2025)
Creator: E. ALEX Ortiz CPA PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

E. ALEX Ortiz CPA, PA 401 K Plan

401(k) retirement plan · E. ALEX Ortiz CPA PA's E. ALEX Ortiz CPA, PA 401 K Plan held $4.5M in plan assets for 9 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

Plan identifiers

E. ALEX Ortiz CPA PA's EIN is 81-0866012.

EIN 81-0866012

Plan number 001

Plan year 2025

ACK ID 20260507161640NAL0002617139001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for E. ALEX Ortiz CPA PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

E. ALEX Ortiz CPA PA's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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