Plan Ledger DOL Form 5500 · updated monthly

The Arc of the Ozarks401(k)

403(B) THRIFT PLAN FOR EMPLOYEES OF THE ARC OF THE OZARKS · SPRINGFIELD, MO · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

The Arc of the Ozarks reported $2,813 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $321 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 0.03% to 0.02%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Missouri (752nd of 1,393), and the 1,407th of 3,341 in other services. In 2024, employees put in $1.69 for every $1.00 the employer contributed; active participation has grown from 1,545 to 2,083 since 2022.

Plan summary
Net assets, end of year$13,005,480
Participants with balances509
Active participants2,083
Employer contributions$668,874
Employee contributions$1,129,074
Employer contribution per active participant$321
Average account balance$25,551
Benefits paid to participants$561,532
Plan auditUnmodified (clean) audit opinion
AuditorKPM CPA'S P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$13.0M · 509 accts · $669K emplr
2023$9.8M · 436 accts · $514K emplr
2022$7.4M · 394 accts · $427K emplr
The The Arc of the Ozarks 401(k) match · 2024
Employer contribution per active participant$321
Median for plans this size$2,416
2024$321 per active participant
2023$276 per active participant
2022$276 per active participant

The Arc of the Ozarks's 2024 employer contribution ran below the $2,416 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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$3,874

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$2,813 · 0.02%
2023$1,420 · 0.02%
2022$2,234 · 0.03%
Similar plansOther Services · Missouri
Family Care Health Centers MO$17.6M · 0.01%
Craftsmen Industries, Inc. MO$15.8M · 0.39%
Children International MO$15.3M · 0.47%
Eastern Airlines LLC MO$10.0M · 1.04%
Youth in Need, Inc. MO$9.4M · 0.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 436049004 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.