Original filing (PDF)20250522064108NAL0002593795001

ESOZO, LLC

Name: ESOZO, LLC — ESOZO 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ESOZO, LLC

Form 5500-SF

FILING_RECEIVED

ESOZO 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ESOZO, LLC.

Plan sponsor

Name

ESOZO, LLC

EIN

20-2723663

Address

4 WALTER E FORAN BLVD · SUITE 301 · FLEMINGTON, NJ · 08822

Phone

(908) 797-6312

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

HEART OF TEXAS NETWORK CONSULTANTS

HEART OF TEXAS NETWORK CONSULTANTS 401(K) PLAN

$1.1M · 6 participants

ARXSCAN, INC.

ARXSCAN, INC. CASH BALANCE PLAN

$1.1M · 4 participants

EUROPLACER AMERICAS INC

EUROPLACER AMERICAS INC 401(K) PROFIT SHARING PLAN & TRUST

$1.1M · 14 participants

WELL DATA LABS, INC.

WELL DATA LABS, INC 401(K) PLAN

$1.1M · 6 participants

EPOCH, INC.

EPOCH, INC. 401(K) PLAN

$1.1M · 10 participants