Plan Ledger DOL Form 5500 · updated monthly

Ozarks Healthcare403(b)

OZARKS HEALTHCARE 403(B) PLAN · WEST PLAINS, MO · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Ozarks Healthcare reported $156,928 in plan administrative expenses for 2024: 0.30% of average plan assets, higher than ~75% of peers. Employer contributions averaged $933 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 fell from 0.50% to 0.30%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 311th-largest of 1,393 plans among Missouri employers on file, and the 1,794th of 11,911 in health care & social assistance. In 2024, employees put in $3.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$52,584,746
Participants with balances1,001
Active participants1,184
Employer contributions$1,104,410
Employee contributions$3,322,883
Employer contribution per active participant$933
Average account balance$52,532
Benefits paid to participants$8,956,615
Plan auditUnmodified (clean) audit opinion
AuditorALIGN CPAS, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$52.6M · 1,001 accts · $1.1M emplr
2023$50.6M · 1,017 accts · $1.3M emplr
2022$48.1M · 1,056 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$50,811
Investment management$106,117
Total administrative$156,928
Employer contributions to the Ozarks Healthcare plan · 2024
Employer contribution per active participant$933
Median for plans this size$3,635
2024$933 per active participant
2023$1,105 per active participant
2022$827 per active participant

Ozarks Healthcare's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. 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 · 20243
ONEAMERICA FINANCIAL SERVICES, LLP · Recordkeeping · Loan processing$50,811
TFB ADVISORS, LLC · Pension consulting · Investment advisory (plan)$90,312
VALIC RETIREMENT SERVICES COMPANY · Custodial (securities) · Investment advisory (participants)$15,805

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$156,928 · 0.30%
2023$135,556 · 0.27%
2022$277,377 · 0.50%
Same employer
Similar plansHealth Care & Social Assistance · Missouri
Empowerme Holdings, LLC MO$52.6M · 0.60%
Urology of St. Louis, Inc. MO$49.3M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 446005758 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.