How big is Oztera, Inc.'s plan?

Oztera, Inc.'s plan reported $587K in assets and 16 participants for 2024.

Original filing (PDF)20251002155203NAL0000685505001

Oztera, Inc.

Name: Oztera, Inc. — Oztera, Inc. Cash Balance Pension, Form 5500 (2024)
Creator: Oztera, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Oztera, Inc. Cash Balance Pension Plan

Defined-benefit pension plan · Oztera, Inc.'s Oztera, Inc. Cash Balance Pension Plan held $587K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$587K

Net assets (EOY)

$587K

Plan identifiers

Oztera, Inc.'s EIN is 94-3401535.

EIN 94-3401535

Plan number 003

Plan year 2024

ACK ID 20251002155203NAL0000685505001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Oztera, Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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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