How big is David O. Torrez, M.ED. MFCC, APC's plan?

David O. Torrez, M.ED. MFCC, APC's plan reported $1.6M in assets and 3 participants for 2024.

Original filing (PDF)20250630151452NAL0011951649003

David O. Torrez, M.ED. MFCC, APC

Name: David O. Torrez, M.ED. MFCC, APC — David Torrez, APC, Form 5500 (2024)
Creator: David O. Torrez, M.ED. MFCC, APC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David Torrez, APC 401(k) Safe Harbor Profit Sharing Plan

401(k) retirement plan · David O. Torrez, M.ED. MFCC, APC's David Torrez, APC 401(k) Safe Harbor Profit Sharing Plan held $1.6M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

David O. Torrez, M.ED. MFCC, APC's EIN is 94-2585855.

EIN 94-2585855

Plan number 002

Plan year 2024

ACK ID 20250630151452NAL0011951649003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David O. Torrez, M.ED. MFCC, APC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David O. Torrez, M.ED. MFCC, APC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID O. TORREZ, M.ED. MFCC, APC.

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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

Knocking points off