How big is RALL & Ortiz, LLC's plan?

RALL & Ortiz, LLC's plan reported $1.6M in assets and 3 participants for 2024.

Original filing (PDF)20251010095946NAL0007910177001

RALL & Ortiz, LLC

Name: RALL & Ortiz, LLC — RALL & Ortiz LLC Profit Sharing, Form 5500 (2024)
Creator: RALL & Ortiz, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RALL & Ortiz LLC Profit Sharing Plan

401(k) retirement plan · RALL & Ortiz, LLC's RALL & Ortiz LLC Profit Sharing Plan held $1.6M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

RALL & Ortiz, LLC's EIN is 81-4567838.

EIN 81-4567838

Plan number 001

Plan year 2024

ACK ID 20251010095946NAL0007910177001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for RALL & Ortiz, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

RALL & Ortiz, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

RALL & ORTIZ, LLC

EIN

all filings

Address

9700 SOUTHWEST CAPITOL HWY #120 · PORTLAND, OR · 97219

Phone

(503) 880-8444

Industry

Law Offices· Professional & Technical Services

Plan administrator