Plan Snapshot
- Plan Sponsor: Co Ortiz, INC.
- Sponsor EIN: 920889563
- Sponsor Address: 9994 BLACKBIRD PLACE, HIGHLAND RANCH, CO, 80130
- Plan Type: DC
- Total Participants: 2
- Total Assets: $125,043
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2024 | 2 | $125,043 | $0 | $0 |
| 2023 | 2 | $1,616 | $0 | $0 |
| 2022 | 1 | $177,600 | $0 | $0 |