Plan Ledger DOL Form 5500 · updated monthly

Ozarks Resource Group401(k)

OZARKS COMMUNITY HEALTH CENTER 401(K) PLAN · HERMITAGE, MO · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Ozarks Resource Group reported $4,241 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,301 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 0.80% to 0.10%. 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 (1,103rd of 1,393), and 8,098th of 11,911 in health care & social assistance. In 2024, employees put in $1.77 for every $1.00 the employer contributed; active participation has grown from 115 to 128 since 2022.

Plan summary
Net assets, end of year$4,678,192
Participants with balances117
Active participants128
Employer contributions$294,493
Employee contributions$521,553
Employer contribution per active participant$2,301
Average account balance$39,985
Benefits paid to participants$475,029
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.7M · 117 accts · $294K emplr
2023$3.9M · 118 accts · $269K emplr
2022$2.9M · 111 accts · $206K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,241
Total administrative$4,241
The Ozarks Resource Group 401(k) match · 2024
Employer contribution per active participant$2,301
Median for plans this size$1,313
2024$2,301 per active participant
2023$2,151 per active participant
2022$1,790 per active participant

Ozarks Resource Group'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.

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 · 20242
AMERICAN UNITED LIFE INSURANCE · Recordkeeping · Participant communication$200
EDWARD JONES AND COMPANY · Consultingindirect comp

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

Administrative cost history3
2024$4,241 · 0.10%
2023$3,314 · 0.10%
2022$23,322 · 0.80%
Similar plansHealth Care & Social Assistance · Missouri
Life Unlimited, Inc. MO$4.9M · 1.30%
Ozark Action, Inc. MO$4.5M · 0.21%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 205822485 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.