How big is Ortiz McKnight PLLC's plan?

Ortiz McKnight PLLC's plan reported $1.2M in assets and 6 participants for 2025.

Original filing (PDF)20260427141044NAL0004893347001

Ortiz McKnight PLLC

Name: Ortiz McKnight PLLC — Ortiz McKnight PLLC 401(k), Form 5500 (2025)
Creator: Ortiz McKnight PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ortiz McKnight PLLC 401(k) Profit Sharing Plan

401(k) retirement plan · Ortiz McKnight PLLC's Ortiz McKnight PLLC 401(k) Profit Sharing Plan held $1.2M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Daniel Ortiz signed Ortiz McKnight PLLC's 2025 Form 5500 as plan administrator.

Daniel Ortiz — 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 McKnight PLLC's EIN is 92-2474514.

EIN 92-2474514

Plan number 001

Plan year 2025

ACK ID 20260427141044NAL0004893347001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Ortiz McKnight PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Ortiz McKnight PLLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 MCKNIGHT 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

Helping the score