Plan Snapshot
- Plan Sponsor: Ozark Health, INC.
- Sponsor EIN: 710407683
- Sponsor Address: 2500 HIGHWAY 65 SOUTH, CLINTON, AR, 72031
- Plan Type: 401(k)
- Total Participants: 376
- Total Assets: $3.6M
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 | 376 | $3.6M | $215,433 | $555,605 |
| 2023 | 339 | $2.7M | $179,499 | $494,798 |
| 2022 | 314 | $1.7M | $149,773 | $422,914 |
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 |
|---|---|---|---|---|
| NEWPORT GROUP, INC. | RECORDKEEPER | $18,633 | — | $18,633 |
| QUALIFIED PLAN ADVISORS | ADVISORS | $5,536 | — | $5,536 |
| WELCH, COUCH, & COMPANY, PA | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,169
- Estimated Expense Ratio: 0.667% 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 | $25,721 | $5,536 | $11,363 | — | — |
| 2023 | $23,241 | $4,191 | $12,562 | — | — |
| 2022 | $22,497 | $2,491 | $19,240 | — | $766 |