How big is SOZO Companies' plan?

SOZO Companies' plan reported $188K in assets and 190 participants for 2024.

Original filing (PDF)20250718145542NAL0001940657001

SOZO Companies

Name: SOZO Companies — SOZO Companies 401(k) Plan, Form 5500 (2024)
Creator: SOZO Companies
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SOZO Companies 401(k) Plan

401(k) retirement plan · SOZO Companies' SOZO Companies 401(k) Plan held $188K in plan assets for 190 participants in 2024.

Signals · 1

No auditor on file

Active participants

190

Accounts w/ balance

Plan assets (EOY)

$188K

Net assets (EOY)

$188K

People on this filing

Marcus Bowie signed SOZO Companies' 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

SOZO Companies' EIN is 84-2861970.

EIN 84-2861970

Plan number 001

Plan year 2024

ACK ID 20250718145542NAL0001940657001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SOZO Companies from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SOZO Companies' 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 SOZO COMPANIES.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score