University Of The Ozarks 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: University Of The Ozarks
  • Sponsor EIN: 710236867
  • Sponsor Address: 415 N. COLLEGE AVENUE, CLARKSVILLE, AR, 72830
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 335
  • Total Assets: $25.1M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023335$25.1M$793,086$200,750
2022441$23.0M$734,650$195,341

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