AUMdb

Ortiz & Associates, A,L.C. Profit Sharing Plan

Sponsored by Ortiz & Associates, A.L.C. · EIN 990343210 · Plan #001 · Honolulu, HI

Total assets
—
Net assets
—
Active participants
5
With balances
7

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

No Schedule C on file for this plan year.