Plan Ledger DOL Form 5500 · updated monthly

Missouri Ozarks Community Acti401(k)

403(B) THRIFT PLAN FOR EMPLOYEES OF MISSOURI OZARKS COMMUNITY ACTION, INC. · RICHLAND, MO · plan year 2024

Reported admin expense ratio · 2024
0.07%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Missouri Ozarks Community Acti reported $2,205 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $777 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.02% to 0.07%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Missouri (1,175th of 1,393), and 9,048th of 11,911 in health care & social assistance. In 2024, the employer put in $1.33 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$3,289,856
Participants with balances239
Active participants174
Employer contributions$135,166
Employee contributions$101,528
Employer contribution per active participant$777
Average account balance$13,765
Benefits paid to participants$258,519
Plan auditUnmodified (clean) audit opinion
AuditorJARRED, GILMORE & PHILLIPS, PA
Plan history3
Yearassets · accounts · employer contribution
2024$3.3M · 239 accts · $135K emplr
2023$2.9M · 238 accts · $121K emplr
2022$2.5M · 240 accts · $113K emplr
The Missouri Ozarks Community Acti 401(k) match · 2024
Employer contribution per active participant$777
Median for plans this size$1,313
2024$777 per active participant
2023$718 per active participant
2022$644 per active participant

Missouri Ozarks Community Acti's 2024 employer contribution ran below the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$2,205

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$2,205 · 0.07%
2023$602 · 0.02%
2022$463 · 0.02%
Same employer
Similar plansHealth Care & Social Assistance · Missouri
Carelinc Options LLC MO$3.4M · 0.07%
Twin Oaks Estate, Inc. MO$3.3M · 1.29%
Synergy Services Inc. MO$3.2M · 0.63%
Seniorage MO$2.9M · 1.45%
Easy Living Inc. MO$2.9M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 430837331 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.