Ozarks Heritage Financial Group, Inc.401(k)
OZARKS HERITAGE FINANCIAL GROUP, INC. 401(K) PROFIT SHARING TRUST · SPRINGFIELD, MO · plan year 2024
Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works
Ozarks Heritage Financial Group, Inc. reported $41,385 in plan administrative expenses for 2024: 0.62% of average plan assets, above the peer median. Employer contributions averaged $2,628 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.
The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Missouri (968th of 1,393), and 4,242nd of 4,798 in finance & insurance. In 2024, employees put in $1.99 for every $1.00 the employer contributed.
Ozarks Heritage Financial Group, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 331036006 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.