Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NICK W. OZIER DESIGN AND CONSTRUCTION
EIN 94-3122492ConstructionLatest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
15
4096 PIEDMONT AVENUE, #248 - OAKLAND, CA 94611510-773-4863
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 15 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
NICK W. OZIER DESIGN AND CONSTRUCTION CASH BALANCE PENSION PLAN
CashBalance
Assets$934K
Participants7
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
NICK W. OZIER DESIGN AND CONSTRUCTION 401(K) PLAN
401k
Assets$405K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | NICK W. OZIER DESIGN AND CONSTRUCTION CASH BALANCE PENSION PLAN | CashBalance | $934K | 7 | 2025 | |
| 001 | NICK W. OZIER DESIGN AND CONSTRUCTION 401(K) PLAN | 401k | $405K | 8 | 2025 |
Retirement plans