How big is Ortiz USA LLC's plan?

Ortiz USA LLC's plan reported $47K in assets and 7 participants for 2024.

Original filing (PDF)20250701174234NAL0012874209001

Ortiz USA LLC

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

Form 5500-SF

FILING_RECEIVED

Group Ortiz 401(k) Plan

401(k) retirement plan · Ortiz USA LLC's Group Ortiz 401(k) Plan held $47K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$47K

Net assets (EOY)

$47K

People on this filing

Shirley Horner signed Ortiz USA LLC'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 USA LLC's EIN is 87-3662331.

EIN 87-3662331

Plan number 001

Plan year 2024

ACK ID 20250701174234NAL0012874209001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ortiz USA LLC'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 ORTIZ USA 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.

Plan sponsor

Name

ORTIZ USA LLC

EIN

all filings

Address

505 E HUNTLAND DR · STE 501 · AUSTIN, TX · 78752

Phone

(469) 514-2955

Industry

Utilities

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

2025-07-01

Pension benefit codes

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)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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