Original filing (PDF)20250421220211NAL0003563985062

WATERS ORTIZ ACCOUNTING & CONSULTING, PLLC

Name: WATERS ORTIZ ACCOUNTING & CONSULTING, PLLC — WATERS ORTIZ ACCOUNTING & CONSULTING, PLLC 401(K) PLAN, Form 5500 (2024)
Creator: WATERS ORTIZ ACCOUNTING & CONSULTING, PLLC

Form 5500-SF

FILING_RECEIVED

WATERS ORTIZ ACCOUNTING & CONSULTING, PLLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$103K

Net assets (EOY)

$103K

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.

Decision-maker contacts

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

Plan sponsor

Name

WATERS ORTIZ ACCOUNTING & CONSULTING, PLLC

EIN

85-4330617all filings

Address

8835 SW 107 AVENUE · SUITE 316 · MIAMI, FL · 33176

Phone

(305) 791-0959

Industry

Professional & Technical Servicessee all

Plan administrator