How big is O3, Inc.'s plan?

O3, Inc.'s plan reported $547K in assets and 6 participants for 2025.

Original filing (PDF)20260423220357NAL0008203984051

O3, Inc.

Name: O3, Inc. — O3, Inc. 401(k) Plan, Form 5500 (2025)
Creator: O3, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

O3, Inc. 401(k) Plan

401(k) retirement plan · O3, Inc.'s O3, Inc. 401(k) Plan held $547K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$547K

Net assets (EOY)

$547K

Plan identifiers

O3, Inc.'s EIN is 45-5579135.

EIN 45-5579135

Plan number 001

Plan year 2025

ACK ID 20260423220357NAL0008203984051

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for O3, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

O3, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

O3, INC.

EIN

all filings

Address

3380 VINCENT ROAD · SUITE B · PLEASANT HILL, CA · 94523

Phone

(925) 405-6050

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator