Ozark Health, Inc. 401(k) Plan
Sponsored by Ozark Health, Inc. · EIN 710407683 · Plan #002
- Total assets
- $3.6M
- Net assets
- $3.6M
- Active participants
- 376
- With balances
- 173
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Qualified Plan Advisory, Llc CRD 135324 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Recordkeeping, Claims processing, Participant loan processing | $18,633 |
| Qualified Plan Advisors | Investment advisory (plan) | $5,536 |