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  2. Adan Ortega Associates, Inc.

Filings through Oct 24, 2026.

Adan Ortega Associates, Inc.

EIN 46-5597500-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$628K assets
Health & Benefits
0
Participants
10
1370 N. BREA BOULEVARD, SUITE 235 - FULLERTON, CA 92835714-449-3397
Plans on this EIN
1 filing
#001401(k)-$628K - 10 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

ADAN ORTEGA ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401(k)

Assets$628K
Participants10
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ADAN ORTEGA ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN401(k)$628K102025
  • ADAN ORTEGA ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN$628K
    #001 · 401(k) · 202510
Retirement plans
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