Ozarks Heritage Financial Group, Inc. 401(k) Profit Sharing Trust
Sponsored by Ozarks Heritage Financial Group, Inc. · EIN 331036006 · Plan #002 · Gainesville, MO
- Total assets
- $7.3M
- Net assets
- $7.3M
- Active participants
- 180
- With balances
- 164
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Fidelity Workplace Services Llc | Plan administrator, Trustee (discretionary), Investment management | $26,007 |
| Sanctuary Securities Inc | Investment advisory (plan) | $15,378 |