How big is OZ Architects, PC's plan?

OZ Architects, PC's plan reported $2.2M in assets and 4 participants for 2025.

Original filing (PDF)20260219112645NAL0008125409001

OZ Architects, PC

Name: OZ Architects, PC — OZ Architects PC 401(k) Profit, Form 5500 (2025)
Creator: OZ Architects, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OZ Architects PC 401(k) Profit Sharing Plan

401(k) retirement plan · OZ Architects, PC's OZ Architects PC 401(k) Profit Sharing Plan held $2.2M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

OZ Architects, PC's EIN is 20-5881723.

EIN 20-5881723

Plan number 001

Plan year 2025

ACK ID 20260219112645NAL0008125409001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for OZ Architects, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

OZ Architects, PC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OZ ARCHITECTS, PC.

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

OZ ARCHITECTS, PC

EIN

all filings

Address

531 N HIGGINS AVE · MISSOULA, MT · 59802

Phone

(406) 728-3013

Industry

Professional & Technical Services

Plan administrator