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Original filing (PDF)20251015132008NAL0009441842001
OZ ARCHITECTURE, INC.
Form 5500
FILING_RECEIVED
OZ ARCHITECTURE PROFIT SHARING PLAN
401(k) retirement plan
Active participants
146
Accounts w/ balance
237
Plan assets (EOY)
$34.8M
Net assets (EOY)
$34.8M
How this plan invests
This plan
33 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 (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OZ ARCHITECTURE, INC..
Plan sponsor
Name
OZ ARCHITECTURE, INC.
EIN
84-0823111
Address
3003 LARIMER STREET · DENVER, CO · 80205
Phone
(303) 861-5704
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
2025-10-15
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)
Audit & trust (Schedule H)
Auditor
RUBIN BROWN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $18K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS INC | — | GLASTONBURY, CT | INVESTMENT ADVISOR | $32K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $14K | — |
Investments
33 direct securities· $34.8M(100% of reported assets)
Uncategorized
$29.0M
31 holdings
Mutual Funds
$5.2M
1 holding
Guaranteed Income / GIC
$609K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral | Mutual Funds | — | — | $5.2M | 14.9% | |
| Great Gray Trust Company Pioneer Large Cap Growth Port CL R1 | — | — | — | $3.9M | 11.3% | |
| T. Rowe Price Associates, Inc. Retirement 2025 Fund | — | — | — | $1.8M | 5.2% | |
| T. Rowe Price Associates, Inc. Retirement 2035 Fund | — | — | — | $1.7M | 5.0% | |
| Columbia Mid Cap Index Institutional 2 | — | — | — | $1.7M | 4.9% | |
| American Funds Cap Wld GR & Inc R4 | — | — | — | $1.7M | 4.8% | |
| JPMorgan Large Cap Growth R4 | — | — | — | $1.6M | 4.5% | |
| T. Rowe Price Associates, Inc. Retirement 2050 Fund | — | — | — | $1.6M | 4.5% | |
| MFS International Growth A | — | — | — | $1.4M | 3.9% | |
| Baron Small Cap Retail | — | — | — | $1.3M | 3.7% | |
| MFS Value Fund A | — | — | — | $1.3M | 3.7% | |
| JPMorgan US Equity L | — | — | — | $1.3M | 3.7% | |
| Victory Pioneer Strategic Income Fund Bond A | — | — | — | $1.0M | 2.9% | |
| T. Rowe Price Associates, Inc. Retirement 2015 Fund | — | — | — | $862K | 2.5% | |
| Vanguard Total International Stock Index | — | — | — | $833K | 2.4% | |
| T. Rowe Price Associates, Inc. Retirement 2045 Fund | — | — | — | $774K | 2.2% | |
| Ivy Funds Mid Cap Growth CIT C | — | — | — | $708K | 2.0% | |
| * Empower Annuity Insurance Company of America Key Guaranteed Portfolio Fund | Guaranteed Income / GIC | — | — | $609K | 1.8% | |
| DFA US Small Cap Value 1 | — | — | — | $607K | 1.7% | |
| T. Rowe Price Associates, Inc. Retirement 2010 Fund | — | — | — | $572K | 1.6% | |
| Empower S&P Small Cap 600 Index Fund | — | — | — | $555K | 1.6% | |
| JPMorgan Mid Cap Value L | — | — | — | $551K | 1.6% | |
| Parnassus Core Equity | — | — | — | $549K | 1.6% | |
| T. Rowe Price Associates, Inc. Retirement 2040 Fund | — | — | — | $506K | 1.5% | |
| T. Rowe Price Associates, Inc. Retirement 2030 Fund | — | — | — | $488K | 1.4% | |
| MFS International Diversification R6 | — | — | — | $424K | 1.2% | |
| Victory Pioneer Strategic Income R6 | — | — | — | $419K | 1.2% | |
| Macquarie Emerging Markets R6 | — | — | — | $391K | 1.1% | |
| T. Rowe Price Associates, Inc. Retirement 2055 Fund | — | — | — | $151K | 0.4% | |
| T. Rowe Price Associates, Inc. Retirement 2020 Fund | — | — | — | $149K | 0.4% | |
| T. Rowe Price Associates, Inc. Retirement 2060 Fund | — | — | — | $86K | 0.2% | |
| various maturity dates through October 2038 | — | — | — | $62K | 0.2% | |
| T. Rowe Price Associates, Inc. Retirement 2065 Fund | — | — | — | $7K | <0.1% |
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