How big is Ortiz Tool's plan?

Ortiz Tool's plan reported $978K in assets and 10 participants for 2024.

Original filing (PDF)20250505123511NAL0008113057001

Ortiz Tool

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

Form 5500-SF

FILING_RECEIVED

Ortiz Tool 401(k) Plan

401(k) retirement plan · Ortiz Tool's Ortiz Tool 401(k) Plan held $978K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$978K

Net assets (EOY)

$978K

People on this filing

Kristin Tryba signed Ortiz Tool's 2024 Form 5500 as plan administrator.

Kristin Tryba — 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 Tool's EIN is 90-0994796.

EIN 90-0994796

Plan number 001

Plan year 2024

ACK ID 20250505123511NAL0008113057001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ortiz Tool'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 TOOL.

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

ORTIZ TOOL

EIN

all filings

Address

775 BLOOMFIELD AVE · WINDSOR, CT · 06095

Phone

(860) 731-7187

Industry

Engineering Services· Professional & Technical Services

Plan administrator