# Ozark Health, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ozark-health-inc-401k-plan

> Ozark Health, INC.'s 401(k) plan: 376 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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