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Original filing (PDF)20250930132621NAL0019485522001
OZINGA SOUTH FLORIDA, INC.
Form 5500
FILING_RECEIVED
CONSOLIDATED EMPLOYER PLAN
401(k) retirement plan
Active participants
273
Accounts w/ balance
310
Plan assets (EOY)
$5.0M
Net assets (EOY)
$5.0M
How this plan invests
This plan
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (15 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OZINGA SOUTH FLORIDA, INC..
Plan sponsor
Name
OZINGA SOUTH FLORIDA, INC.
EIN
81-2039733
Address
19001 OLD LAGRANGE ROAD · SUITE 300 · MOKENA, IL · 60448
Phone
(708) 326-4352
Industry
Manufacturingsee 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
2025-09-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2U · Association Retirement Plan
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $8K | — |
Investments
16 direct securities· $5.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan JPM SMRTRET 2035 R6 | — | — | — | $1.2M | 23.8% | |
| JPMorgan JPM SMRTRET 2030 R6 | — | — | — | $977K | 19.4% | |
| JPMorgan JPM SMRTRET 2025 R6 | — | — | — | $506K | 10.1% | |
| JPMorgan JPM SMRTRET 2040 R6 | — | — | — | $368K | 7.3% | |
| JPMorgan JPM SMRTRET 2055 R6 | — | — | — | $301K | 6.0% | |
| JPMorgan JPM SMRTRET 2045 R6 | — | — | — | $297K | 5.9% | |
| Participant** Participant notes receivable bearing interest ranging from 4.50 to 9.50 percent - | — | — | — | $276K | 5.5% | |
| Fidelity Investments** FID 500 INDEX | — | — | — | $224K | 4.4% | |
| Fidelity Investments** BARON GROWTH INST * 786 Fidelity Investments** FID SM CAP IDX * 446 JPMorgan JPM SMRTRET 2060 R6 | — | — | — | $186K | 3.7% | |
| JPMorgan JPM SMRTRET 2020 R6 | — | — | — | $182K | 3.6% | |
| JPMorgan JPM SMRTRET INC R6 | — | — | — | $181K | 3.6% | |
| JPMorgan JPM SMRTRET 2050 R6 | — | — | — | $146K | 2.9% | |
| Pioneer FNDML GRTH K * 439 Fidelity Investments** FID INTL INDEX * 424 Fidelity Investments** Money market fund - Fidelity Government Money Market Fund | — | — | — | $111K | 2.2% | |
| Fidelity Investments** FID MID CAP IDX | — | — | — | $54K | 1.1% | |
| First Eagle First Eagle Overseas Fund R6 * 426 Invesco Diversified Dividend Fund R5 * 443 Baron Capital Baron Small Cap Instl * 445 ClearBridge CB INTL GRTH I | — | — | — | $13K | 0.3% | |
| BlackRock BLKRK HI YLD BD INST | — | — | — | $3K | <0.1% |
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