Sponsor portfolio
ORTIZ QUALIFIED RETIREMENT PLAN TRUST FBO ARIANA O. KIESEL
EIN 47-6889994Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$2.9M assets
Welfare
0
Participants
1
5256 S. MISSION RD., SUITE 201 - BONSALL, CA 92003619-920-9761
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | OSCAR B. ORTIZ, M.D., A MEDICAL CORPORATION PROFIT SHARING PLAN | ProfitSharing | $2.9M | 1 | 2025 |
Retirement plans