Ozarks Healthcare 403(b) Plan
Sponsored by Ozarks Healthcare · EIN 446005758 · Plan #001
- Total assets
- $52.6M
- Net assets
- $52.6M
- Active participants
- 1,184
- With balances
- 1,001
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Tfb Advisors, Llc CRD 321870 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tfb Advisors, Llc | Consulting (pension), Investment advisory (plan) | $90,312 |
| Oneamerica Financial Services, Llp | Recordkeeping, Participant loan processing, Participant communication | $50,811 |
| Valic Retirement Services Company | Custodial (securities), Investment advisory (participants), Investment management | $15,805 |