How big is OZ Management Group, Inc.'s plan?

OZ Management Group, Inc.'s plan reported $763K in assets and 139 participants for 2024.

Original filing (PDF)20260203151915NAL0003717187001

OZ Management Group, Inc.

Name: OZ Management Group, Inc. — OZ Management Group, Form 5500 (2024)
Creator: OZ Management Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OZ Management Group 401(k) Plan

401(k) retirement plan · OZ Management Group, Inc.'s OZ Management Group 401(k) Plan held $763K in plan assets for 139 participants in 2024.

Signals · 2

Late filing · 2.6 moNo auditor on file

Active participants

139

Accounts w/ balance

Plan assets (EOY)

$763K

Net assets (EOY)

$763K

People on this filing

Andrea Godsave signed OZ Management Group, Inc.'s 2024 Form 5500 as plan administrator.

Andrea Godsave — 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

OZ Management Group, Inc.'s EIN is 47-2798898.

EIN 47-2798898

Plan number 001

Plan year 2024

ACK ID 20260203151915NAL0003717187001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

OZ Management Group, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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.
Filed 2.6 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score