Original filing (PDF)20250715121356NAL0001297955001

ORTIZ ENTERPRISES INCORPORATED

Name: ORTIZ ENTERPRISES INCORPORATED — ORTIZ ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ORTIZ ENTERPRISES INCORPORATED

Form 5500-SF

FILING_RECEIVED

ORTIZ ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ORTIZ ENTERPRISES INCORPORATED.

Plan sponsor

Name

ORTIZ ENTERPRISES INCORPORATED

EIN

95-3387686

Address

6 CUSHING, SUITE 200 · IRVINE, CA · 92618

Phone

(949) 753-1414

Industry

Constructionsee all

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

2025-07-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

Related plans

Similar-size Construction plans

GARRITY ASPHALT RECLAIMING, INC.

GARRITY ASPHALT RECLAIMING, INC. 401(K) PLAN AND TRUST

$7.0M · 19 participants

EARTH, INC.

EARTH, INC. EMPLOYEES 401(K) PROFIT SHARING PLAN

$7.0M · 36 participants

JOHN RILEY CONSTRUCTION, INC.

JOHN RILEY CONSTRUCTION, INC. 401(K) PSP

$7.0M · 54 participants

MASSANA, INC.

MASSANA, INC. EMPLOYEES SAVINGS TRUST

$7.0M · 132 participants

VARSITY STRIPING & CONSTRUCTION CO.

VARSITY STRIPING & CONSTRUCTION CO. 401(K) PROFIT SHARING PLAN