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Original filing (PDF)20251014095702NAL0002459217001
OZONE NETWORKS, INC.
Form 5500
FILING_RECEIVED
OPENSEA RETIREMENT PLAN
401(k) retirement plan
Active participants
56
Accounts w/ balance
137
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
How this plan invests
This plan
23 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 (0 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OZONE NETWORKS, INC..
Plan sponsor
Name
OZONE NETWORKS, INC.
EIN
82-3479127
Address
382 NE 191ST ST · SUITE 22014 · MIAMI, FL · 33179
Phone
(408) 858-8206
Industry
Professional & Technical Servicessee 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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
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)
Audit & trust (Schedule H)
Auditor
YULISHANA, INC.
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 | $175 | — |
Investments
23 direct securities· $4.1M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual fund | — | — | — | $948K | 23.2% | |
| Fidelity Freedom 2045 Fund Mutual fund | — | — | — | $694K | 17.0% | |
| Fidelity Freedom 2055 Fund Mutual fund | — | — | — | $487K | 11.9% | |
| Fidelity Freedom 2060 Fund Mutual fund | — | — | — | $480K | 11.8% | |
| Fidelity Freedom 2050 Fund Mutual fund | — | — | — | $374K | 9.2% | |
| Fidelity Freedom 2065 Fund Mutual fund | — | — | — | $283K | 6.9% | |
| Fidelity Blue Chip Growth Fund Mutual fund | — | — | — | $130K | 3.2% | |
| Fidelity Global ex U.S. Index Fund Mutual fund | — | — | — | $112K | 2.8% | |
| Fidelity Freedom 2040 Fund Mutual fund | — | — | — | $109K | 2.7% | |
| Fidelity Total Bond Index Fund Mutual fund | — | — | — | $94K | 2.3% | |
| Parnassus Core Equity Investor Fund Mutual fund | — | — | — | $75K | 1.8% | |
| Fidelity Mid Cap Index Fund Mutual fund | — | — | — | $48K | 1.2% | |
| Cohen and Steers Real Estate Opportunities & Income Fund Mutual fund | — | — | — | $41K | 1.0% | |
| American Funds American Mutual Fund Mutual fund | — | — | — | $41K | 1.0% | |
| MFS Mid Cap Value Fund Mutual fund | — | — | — | $35K | 0.9% | |
| Fidelity Emerging Markets Fund Mutual fund | — | — | — | $27K | 0.6% | |
| Fidelity Small Cap Index Fund Mutual fund | — | — | — | $19K | 0.5% | |
| Fidelity International Capital Appreciation Fund Mutual fund | — | — | — | $14K | 0.3% | |
| Fidelity Small Cap Growth Fund Mutual fund | — | — | — | $13K | 0.3% | |
| Fidelity Freedom 2035 Fund Mutual fund | — | — | — | $12K | 0.3% | |
| Fidelity U.S. Bond Index Fund Mutual fund | — | — | — | $11K | 0.3% | |
| Fidelity Inflation-Protected Bond Index Fund Mutual fund | — | — | — | $10K | 0.3% | |
| Carillon Eagle Mid Cap Growth Fund Mutual fund | — | — | — | $2K | <0.1% |
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