Plan Snapshot
- Plan Sponsor: Ortiz & Associates, A.L.C.
- Sponsor EIN: 990343210
- Sponsor Address: 841 BISHOP STREET, SUITE 2121, HONOLULU, HI, 96813
- Plan Type: DC
- Total Participants: 5
- Total Assets: $1.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 5 | $1.3M | $0 | $0 |
| 2023 | 5 | $1.2M | $0 | $0 |
| 2022 | 5 | $1.1M | $0 | $0 |