How big is OZ Collaborative LLC's plan?

OZ Collaborative LLC's plan reported $946K in assets and 14 participants for 2025.

Original filing (PDF)20260410112325NAL0008129219001

OZ Collaborative LLC

Name: OZ Collaborative LLC — OZ Collaborative LLC 401(k), Form 5500 (2025)
Creator: OZ Collaborative LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

OZ Collaborative LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · OZ Collaborative LLC's OZ Collaborative LLC 401(k) Profit Sharing Plan & Trust held $946K in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$946K

Net assets (EOY)

$946K

People on this filing

Morris Zimmerman signed OZ Collaborative LLC's 2025 Form 5500 as plan administrator.

Morris Zimmerman — 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 Collaborative LLC's EIN is 83-4442430.

EIN 83-4442430

Plan number 001

Plan year 2025

ACK ID 20260410112325NAL0008129219001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for OZ Collaborative LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

OZ Collaborative LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 COLLABORATIVE LLC.

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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