How big is Project OZ's plan?

Project OZ's plan reported $2.6M in assets and 33 participants for 2024.

Original filing (PDF)20250620115858NAL0009549938001

Project OZ

Name: Project OZ — Project OZ 403(b) Plan, Form 5500 (2024)
Creator: Project OZ
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Project OZ 403(b) Plan

403(b) retirement plan · Project OZ's Project OZ 403(b) Plan held $2.6M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

LISA Thompson signed Project OZ's 2024 Form 5500 as plan administrator.

LISA Thompson — 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

Project OZ's EIN is 37-0982824.

EIN 37-0982824

Plan number 001

Plan year 2024

ACK ID 20250620115858NAL0009549938001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Project OZ from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Project OZ's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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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.

Plan sponsor

Name

PROJECT OZ

EIN

all filings

Address

1105 W. FRONT STREET · BLOOMINGTON, IL · 61701

Phone

(309) 827-0377

Industry

Other Services (ex. Public Admin)

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

2025-06-20

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2M · 403(b)(7) custodial accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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