Original filing (PDF)20251217220027NAL0002179507018

SOZO I LP

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

Form 5500-SF

FILING_RECEIVED

SOZO I LP 401(k) Plan

401(k) retirement plan · SOZO I LP's SOZO I LP 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

QIAN LIU signed SOZO I LP's 2024 Form 5500 as plan administrator.

QIAN LIU — 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 I LP's EIN is 84-5098408.

EIN 84-5098408

Plan number 001

Plan year 2024

ACK ID 20251217220027NAL0002179507018

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

SOZO I LP'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 SOZO I LP.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

SOZO I LP

EIN

all filings

Address

5005 RIVERWAY, SUITE 330 · HOUSTON, TX · 77056

Phone

(281) 380-2367

Industry

Mining, Quarrying, Oil & Gas

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-11-03

Filed

2025-12-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Mining, Quarrying, Oil & Gas plans

Enservco Corporation

Enservco Corporation 401(k) Plan

Ensign Management LLC

Ensign Natural Resources 401(k) Plan

Saber Oil & Gas Ventures, LLC

Saber Oil & Gas Ventures, LLC 401(k) Plan

Legacy Drilling, LLC

Legacy Drilling, LLC 401(k) Plan

Stoneham Drilling Corporation

Stoneham Drilling 401(k) Plan

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.