How big is Truortho PLLC's plan?

Truortho PLLC's plan reported $546K in assets and 21 participants for 2024.

Original filing (PDF)20250730104354NAL0006377248001

Truortho PLLC

Name: Truortho PLLC — Truortho 401(k) Plan, Form 5500 (2024)
Creator: Truortho PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Truortho 401(k) Plan

401(k) retirement plan · Truortho PLLC's Truortho 401(k) Plan held $546K in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$546K

Net assets (EOY)

$546K

People on this filing

Leslie Diaz signed Truortho PLLC's 2024 Form 5500 as plan administrator.

Leslie Diaz — 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

Truortho PLLC's EIN is 83-1397415.

EIN 83-1397415

Plan number 001

Plan year 2024

ACK ID 20250730104354NAL0006377248001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Truortho PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

TRUORTHO PLLC

EIN

all filings

Address

18626 HARDY OAK BLVD., SUITE 101 · SAN ANTONIO, TX · 78258

Phone

(210) 878-4116

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-30

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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