Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SERGIO OROZCO DESIGNS, INC.
EIN 22-3003054ManufacturingLatest filing 2025
Plans
2
Retirement
2
$6.1M assets
Welfare
0
Participants
16
68 SE. 6TH STREET, UNIT. #3804 - MIAMI, FL 33131646-468-1159
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.1M assets / 16 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SERGIO OROZCO DESIGNS, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$4.4M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SERGIO OROZCO DESIGN, INC. CASH BALANCE PLAN
CashBalance
Assets$1.6M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SERGIO OROZCO DESIGNS, INC. PROFIT SHARING PLAN | ProfitSharing | $4.4M | 8 | 2024 | |
| 003 | SERGIO OROZCO DESIGN, INC. CASH BALANCE PLAN | CashBalance | $1.6M | 8 | 2025 |
Retirement plans