How big is Hayes, Ortega & Sanchez, LLP's plan?

Hayes, Ortega & Sanchez, LLP's plan reported $1.5M in assets and 11 participants for 2024.

Original filing (PDF)20250729175426NAL0004402688001

Hayes, Ortega & Sanchez, LLP

Name: Hayes, Ortega & Sanchez, LLP — Hayes, Ortega &, Form 5500 (2024)
Creator: Hayes, Ortega & Sanchez, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Hayes, Ortega & Sanchez, LLP 401(k) Plan

401(k) retirement plan · Hayes, Ortega & Sanchez, LLP's Hayes, Ortega & Sanchez, LLP 401(k) Plan held $1.5M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Katelyn Hayes signed Hayes, Ortega & Sanchez, LLP's 2024 Form 5500 as plan administrator.

Katelyn Hayes — 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

Hayes, Ortega & Sanchez, LLP's EIN is 81-1602891.

EIN 81-1602891

Plan number 001

Plan year 2024

ACK ID 20250729175426NAL0004402688001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hayes, Ortega & Sanchez, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hayes, Ortega & Sanchez, LLP's plan includes ERISA 404(c) participant direction, a default investment (QDIA), 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 HAYES, ORTEGA & SANCHEZ, LLP.

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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