Plan Snapshot
- Plan Sponsor: Ozarks Area Community Action Corporation
- Sponsor EIN: 430836672
- Sponsor Address: 215 SOUTH BARNES, SPRINGFIELD, MO, 65802
- Plan Type: 403(b)
- Total Participants: 449
- Total Assets: $8.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 449 | $8.3M | $277,861 | $648,603 |
| 2023 | 459 | $8.1M | $269,330 | $636,770 |
| 2022 | 459 | $7.2M | $218,019 | $566,557 |
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 |
|---|---|---|---|---|
| ROBERTS, MCKENZIE, MANGAN & CUMMIN | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $13,725 | — | $13,725 | — | — |
| 2023 | $12,011 | — | — | — | — |
| 2022 | $12,571 | $12,571 | — | — | — |