Co Ortiz, INC. DC Plan

Form 5500 filing data for plan year 2024.

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$125,043$0$0
20232$1,616$0$0
20221$177,600$0$0

Similar Plans