How big is UR-OZBP VA-TN Portfolio LLC's plan?

UR-OZBP VA-TN Portfolio LLC's plan reported $8K in assets for 2025.

Original filing (PDF)20260424220257NAL0006160993028

UR-OZBP VA-TN Portfolio LLC

Name: UR-OZBP VA-TN Portfolio LLC — UR-OZBP VA-TN, Form 5500 (2025)
Creator: UR-OZBP VA-TN Portfolio LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

UR-OZBP VA-TN Portfolio 401(k) Plan

401(k) retirement plan · UR-OZBP VA-TN Portfolio LLC's UR-OZBP VA-TN Portfolio 401(k) Plan reported $8K in plan assets in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8K

Net assets (EOY)

$8K

People on this filing

Elantha Barry signed UR-OZBP VA-TN Portfolio LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

UR-OZBP VA-TN Portfolio LLC's EIN is 84-3376776.

EIN 84-3376776

Plan number 001

Plan year 2025

ACK ID 20260424220257NAL0006160993028

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for UR-OZBP VA-TN Portfolio LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

UR-OZBP VA-TN Portfolio LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UR-OZBP VA-TN PORTFOLIO 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

Helping the score