Plan Snapshot
- Plan Sponsor: Ozarks Healthcare
- Sponsor EIN: 446005758
- Sponsor Address: 1100 KENTUCKY AVENUE, WEST PLAINS, MO, 65775
- Plan Type: 403(b)
- Total Participants: 1,184
- Total Assets: $52.6M
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 | 1,184 | $52.6M | $1.1M | $3.3M |
| 2023 | 1,213 | $50.6M | $1.3M | $3.5M |
| 2022 | 1,277 | $48.1M | $1.1M | $3.6M |
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 |
|---|---|---|---|---|
| ALIGN CPAS, LLC | 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 | $156,928 | $106,117 | $50,811 | — | — |
| 2023 | $135,556 | $95,532 | $40,024 | — | — |
| 2022 | $277,377 | $88,042 | $189,335 | — | — |