# Ozark Empire Distributors 401(k) Plan
Source: https://planprovider.pro/companies/ozark-empire-distributors-dba-ha-401k-plan

> Ozark Empire Distributors's 401(k) plan: 140 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ozark Empire Distributors

- **Sponsor EIN:** 710335481

- **Sponsor Address:** 2301 1ST STREET, ROGERS, AR, 72758

- **Plan Type:** 401(k)

- **Total Participants:** 140

- **Total Assets:** $6.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|140|$6.7M|$455,082|$397,895|

| 2023|144|$5.4M|$430,565|$357,915|

| 2022|132|$4.2M|$431,033|$355,084|

## 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|

| ADP, INC.|RECORD KEEPER|$24,227|—|$24,227|

| PIERCE FIRM, PLLC|ACCOUNTANT|$15,750|—|$15,750|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [PIERCE FIRM, PLLC](https://planprovider.pro/provider/pierce-firm-pllc) — ACCOUNTANT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $39,977

- **Estimated Expense Ratio:** 0.600% 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|$39,977|$15,750|—|—|—|

| 2023|$37,540|$16,278|—|—|—|

| 2022|$41,499|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ozark-empire-distributors-dba-ha-401k-plan)

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