Sponsor portfolio
E. ALEX ORTIZ CPA PA
EIN 81-0866012Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$4.5M assets
Welfare
1
Participants
15
2727 PONCE DE LEON BLVD - CORAL GABLES, FL 33134786-580-3767
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
E. ALEX ORTIZ CPA, PA 401 K PLAN
401k
Assets$4.5M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
E ALEX ORTIZ, CPA PA GHT BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | E. ALEX ORTIZ CPA, PA 401 K PLAN | 401k | $4.5M | 9 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | E ALEX ORTIZ, CPA PA GHT BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans