How big is OZO Coffee Company's plan?

OZO Coffee Company's plan reported $1.4M in assets and 120 participants for 2025.

Original filing (PDF)20260522135209NAL0002401763001

OZO Coffee Company

Name: OZO Coffee Company — OZO Coffee Co. 401(k) Plan, Form 5500 (2025)
Creator: OZO Coffee Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OZO Coffee Co. 401(k) Plan

401(k) retirement plan · OZO Coffee Company's OZO Coffee Co. 401(k) Plan held $1.4M in plan assets for 120 participants in 2025.

Signals · 1

No auditor on file

Active participants

120

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

ADAM Robisch signed OZO Coffee Company's 2025 Form 5500 as plan administrator.

ADAM Robisch — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

OZO Coffee Company's EIN is 20-4912367.

EIN 20-4912367

Plan number 001

Plan year 2025

ACK ID 20260522135209NAL0002401763001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for OZO Coffee Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

OZO Coffee Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OZO COFFEE COMPANY.

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Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score