How big is Jorge Ortega's plan?

Jorge Ortega's plan reported $23K in assets and 2 participants for 2024.

Original filing (PDF)20250718080104NAL0002468498001

Jorge Ortega

Name: Jorge Ortega — Jorge Ortega 401(k) Profit Sharing, Form 5500 (2024)
Creator: Jorge Ortega
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jorge Ortega 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Jorge Ortega's Jorge Ortega 401(k) Profit Sharing Plan & Trust held $23K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$23K

Net assets (EOY)

$23K

People on this filing

Jorge Ortega signed Jorge Ortega's 2024 Form 5500 as plan administrator.

Jorge Ortega — 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

Jorge Ortega's EIN is 83-0795250.

EIN 83-0795250

Plan number 001

Plan year 2024

ACK ID 20250718080104NAL0002468498001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Jorge Ortega'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 JORGE ORTEGA.

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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