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OZ MANAGEMENT GROUP, INC. — OZ MANAGEMENT GROUP 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260203151915NAL0003717187001
OZ MANAGEMENT GROUP, INC.
Form 5500-SF
FILING_RECEIVED
OZ MANAGEMENT GROUP 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 2.6 mo
No auditor on file
Active participants
139
Accounts w/ balance
34
Plan assets (EOY)
$763K
Net assets (EOY)
$763K
Plan health score (directional)
69
/ 100
Grade C
Average plan with room to improve
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
50
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
OZ MANAGEMENT GROUP, INC.
.
Find decision makers
Plan sponsor
Name
OZ MANAGEMENT GROUP, INC.
EIN
47-2798898
Address
14525 HIGHWAY 7 STE 315 · MINNETONKA, MN · 55345
Phone
(952) 936-4000
Industry
Admin Support & Waste Mgmt
see all
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
2026-02-03
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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65
Knocking points off
No independent qualified public accountant (IQPA) named.
Filed 2.6 months past the 10.5-month grace window.
Only 24% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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