Ozark Opportunities Inc. 403 B Plan
Sponsored by Ozark Opportunities Inc. · EIN 710407485 · Plan #001
- Total assets
- $2.0M
- Net assets
- $2.0M
- Active participants
- 93
- With balances
- 110
Plan year beginning 03/01/2024 · 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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gallagher Benefit Svcs Inc | Investment advisory (participants), Investment advisory (plan), Investment management | $9,361 |
| American United Life Insurance Co | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $4,362 |