Sponsor portfolio
ORTIZ FINANCIAL SOLUTIONS, LLC
EIN 81-1298106non-profit organization managementLatest filing 2025
Plans
1
Retirement
1
$60K assets
Welfare
0
Participants
1
9691 KENDALE BLVD - MIAMI, FL 33176305-979-6200LinkedIn1-10 employeesnon-profit organization management
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 | |
|---|---|---|---|---|---|---|
| 001 | ORTIZ FINANCIAL SOLUTIONS 401(K) PLAN | 401k | $60K | 1 | 2025 |
Retirement plans