How big is Ortiz Family Group's plan?

Ortiz Family Group's plan reported $413 in assets and 7 participants for 2024.

Original filing (PDF)20250720052745NAL0000189314001

Ortiz Family Group

Name: Ortiz Family Group — Ortiz Family Group 401(k), Form 5500 (2024)
Creator: Ortiz Family Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ortiz Family Group 401(k)

401(k) retirement plan · Ortiz Family Group's Ortiz Family Group 401(k) held $413 in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$413

Net assets (EOY)

$413

People on this filing

Shirley Horner signed Ortiz Family Group's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Ortiz Family Group's EIN is 82-3842128.

EIN 82-3842128

Plan number 001

Plan year 2024

ACK ID 20250720052745NAL0000189314001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ortiz Family Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ortiz Family Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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