University Of The Ozarks Defined Contribution Retirement Plan
Sponsored by University Of The Ozarks · EIN 710236867 · Plan #001
- Total assets
- $27.4M
- Net assets
- $27.4M
- Active participants
- 337
- With balances
- 440
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Capfinancial Partners, Llc | Investment management fees (direct) | $29,145 |
| Tiaa Teach Ins & Ann Assoc Of Amer | Participant loan processing | $18,062 |