How big is Julio Ortega DDS Inc.'s plan?

Julio Ortega DDS Inc.'s plan reported $180K in assets and 9 participants for 2025.

Original filing (PDF)20260428220857NAL0010274177086

Julio Ortega DDS Inc.

Name: Julio Ortega DDS Inc. — Julio Ortega DDS 401(k) Plan, Form 5500 (2025)
Creator: Julio Ortega DDS Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Julio Ortega DDS 401(k) Plan

401(k) retirement plan · Julio Ortega DDS Inc.'s Julio Ortega DDS 401(k) Plan held $180K in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$180K

Net assets (EOY)

$180K

People on this filing

Elantha Barry signed Julio Ortega DDS Inc.'s 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Julio Ortega DDS Inc.'s EIN is 81-2781808.

EIN 81-2781808

Plan number 001

Plan year 2025

ACK ID 20260428220857NAL0010274177086

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Julio Ortega DDS Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Julio Ortega DDS Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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

Helping the score