# Burgers Ozark Country Cured Hams, INC DC Plan
Source: https://planprovider.pro/companies/burgers-ozark-country-cured-hams-inc-440622339-001

> Burgers Ozark Country Cured Hams, INC's DC plan: 265 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Burgers Ozark Country Cured Hams, INC

- **Sponsor EIN:** 440622339

- **Sponsor Address:** 32819 HIGHWAY 87, CALIFORNIA, MO, 65018

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 265

- **Total Assets:** $31.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|265|$31.1M|$1.2M|$532,152|

| 2023|282|$29.9M|$1.5M|$0|

| 2022|267|$25.8M|$1.6M|$0|

## 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|

| TIM KERTZ, JOE HARTMAN, ELGIN REES|Investment Advisor|$81,723|—|$81,723|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $81,723

- **Estimated Expense Ratio:** 0.263% of plan assets

### 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|$92,263|$81,723|$10,540|—|—|

| 2023|$73,764|$71,284|—|—|—|

| 2022|$67,650|$64,390|—|—|—|

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