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

E ALEX Ortiz, CPA PA's plan reported $6K in assets and 6 participants for 2024.

Original filing (PDF)20260128140650NAL0004728738001

E ALEX Ortiz, CPA PA

Name: E ALEX Ortiz, CPA PA — E ALEX Ortiz, CPA PA GHT, Form 5500 (2024)
Creator: E ALEX Ortiz, CPA PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

E ALEX Ortiz, CPA PA GHT Benefit Plan

Health & welfare plan · E ALEX Ortiz, CPA PA's E ALEX Ortiz, CPA PA GHT Benefit Plan held $6K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$6K

Net assets (EOY)

$2K

People on this filing

Marilu RIOS signed E ALEX Ortiz, CPA PA's 2024 Form 5500 as plan administrator.

Marilu RIOS — 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

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

EIN 81-0866012

Plan number 501

Plan year 2024

ACK ID 20260128140650NAL0004728738001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for E ALEX Ortiz, CPA PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

E ALEX Ortiz, CPA PA's plan includes health coverage.

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 (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score