Plan Snapshot
- Plan Sponsor: Bank Ozk
- Sponsor EIN: 710130170
- Sponsor Address: 18000 CANTRELL ROAD, LITTLE ROCK, AR, 72223
- Plan Type: 401(k)
- Total Participants: 2,922
- Total Assets: $293.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,922 | $293.8M | $8.4M | $14.6M |
| 2023 | 2,771 | $302.2M | $7.4M | $12.9M |
| 2022 | 2,656 | $238.6M | $6.6M | $11.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| HOGANTAYLOR LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOGANTAYLOR LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $138,332 | $12,500 | — | — | — |
| 2023 | $188,425 | $62,500 | — | $22,705 | — |
| 2022 | $153,811 | $50,000 | $82,476 | — | $21,335 |