# Ortiz & Associates, A.L.C. DC Plan
Source: https://planprovider.pro/companies/ortiz-associates-a-l-c-plan

> Ortiz & Associates, A.L.C.'s DC plan: 5 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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