How big is Elizabeth Ortiz's plan?

Elizabeth Ortiz's plan reported $8K in assets and 8 participants for 2025.

Original filing (PDF)20260423101410NAL0007251216001

Elizabeth Ortiz

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

Form 5500-SF

FILING_RECEIVED

Elizabeth Ortiz 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Elizabeth Ortiz's Elizabeth Ortiz 401(k) Profit Sharing Plan & Trust held $8K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8K

Net assets (EOY)

$8K

People on this filing

Edward Rojas signed Elizabeth Ortiz's 2025 Form 5500 as plan administrator.

Edward Rojas — 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

Elizabeth Ortiz's EIN is 92-2822748.

EIN 92-2822748

Plan number 001

Plan year 2025

ACK ID 20260423101410NAL0007251216001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Elizabeth Ortiz's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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