Plan Snapshot
- Plan Sponsor: Ozarks Heritage Financial Group, INC.
- Sponsor EIN: 331036006
- Sponsor Address: P.O. BOX 10088, SPRINGFIELD, MO, 65808
- Plan Type: 401(k)
- Total Participants: 180
- Total Assets: $7.3M
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 | 180 | $7.3M | $473,128 | $939,819 |
| 2023 | 144 | $5.9M | $370,963 | $712,337 |
| 2022 | 117 | $4.5M | $265,430 | $487,834 |
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 |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN — Auditor
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 | $41,385 | $15,378 | $4,184 | — | — |
| 2023 | $755,588 | — | $32,874 | — | — |
| 2022 | $727,847 | — | $19,196 | — | — |