How big is KOZA Care, LLC's plan?

KOZA Care, LLC's plan reported $196K in assets and 77 participants for 2024.

Original filing (PDF)20250918074136NAL0000549363001

KOZA Care, LLC

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

Form 5500-SF

FILING_RECEIVED

KOZA Care, LLC 401(k) Plan

401(k) retirement plan · KOZA Care, LLC's KOZA Care, LLC 401(k) Plan held $196K in plan assets for 77 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$196K

Net assets (EOY)

$196K

Plan identifiers

KOZA Care, LLC's EIN is 84-3225054.

EIN 84-3225054

Plan number 001

Plan year 2024

ACK ID 20250918074136NAL0000549363001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for KOZA Care, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KOZA CARE, LLC.

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

KOZA CARE, LLC

EIN

all filings

Address

225 MAIN STREET, · SPRINGFIELD, OR · 97477

Phone

(541) 603-6771

Industry

Health Care & Social Assistance

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

2025-09-18

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

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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