# Ozark Opportunities INC. 403(b) Plan
Source: https://planprovider.pro/companies/ozark-opportunities-inc-710407485-001

> Ozark Opportunities INC.'s 403(b) plan: 93 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ozark Opportunities INC.

- **Sponsor EIN:** 710407485

- **Sponsor Address:** PO BOX 1400, HARRISON, AR, 72602

- **Plan Type:** 403(b)

- **Plan Number:** 001

- **Total Participants:** 93

- **Total Assets:** $2.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|93|$2.0M|$142,432|$42,416|

| 2023|114|$2.1M|$148,281|$37,801|

| 2022|89|$2.7M|$141,845|$34,483|

## 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|

| AMERICAN UNITED LIFE INSURANCE CO|Other Service Provider|$4,362|$7,396|$11,758|

| GALLAGHER BENEFIT SVCS INC|Investment Advisor|$9,361|—|$9,361|

### Verified Provider Profiles

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

- [GALLAGHER BENEFIT SVCS INC](https://planprovider.pro/provider/arthur-j-gallagher-and-co) — Investment Advisor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $21,119

- **Estimated Expense Ratio:** 1.034% 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|$13,723|$9,361|$4,362|—|—|

| 2023|$4,756|$2,428|—|—|—|

| 2022|$456|—|—|—|—|

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