Ozarks Resource Group's EIN is 20-5822485.
Download the official 2024 Form 5500 (PDF) for Ozarks Resource Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ozarks Resource Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE | 35-0145825 | — | NONE | $200 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES AND COMPANY | 43-0345811 | — | NONE | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $4.5M | 96.2% | |
| American United Life Insurance Company American Funds 2045 Target Date Ret R6 | Mutual Funds | — | — | $1.0M | 22.0% | |
| American United Life Insurance Company American Funds 2035 Target Date Ret R6 | Mutual Funds | — | — | $997K | 21.3% | |
| American United Life Insurance Company American Funds 2030 Target Date Ret R6 | Mutual Funds | — | — | $894K | 19.1% | |
| American United Life Insurance Company American Funds 2050 Target Date Ret R6 | Mutual Funds | — | — | $421K | 9.0% | |
| American United Life Insurance Company American Funds 2055 Target Date Ret R6 | Mutual Funds | — | — | $311K | 6.7% | |
| American United Life Insurance Company American Funds 2040 Target Date Ret R6 | Mutual Funds | — | — | $282K | 6.0% | |
| American United Life Insurance Company American Funds 2025 Target Date Ret R6 | Mutual Funds | — | — | $249K | 5.3% | |
| American United Life Insurance Company American Funds 2060 Target Date Ret R6 | Mutual Funds | — | — | $90K | 1.9% | |
| American United Life Insurance Company Fidelity 500 Index | Common Collective Trusts | — | — | $55K | 1.2% | |
| American United Life Insurance Company American Funds 2065 Target Date Ret R6 | Mutual Funds | — | — | $53K | 1.1% | |
| American United Life Insurance Company JPMorgan U.S. Equity R6 | Common Stocks | — | — | $39K | 0.8% | |
| Invesco Comstock 41 JP Morgan US Equity | Mutual Funds | — | — | $39K | 0.8% | |
| American United Life Insurance Company PIMCO Income Institutional 41 *American United Life Insurance Company T. Rowe Price Mid-Cap Value I 40 *American United Life Insurance Company Vanguard Growth Index Admiral | Mutual Funds | — | — | $23K | 0.5% | |
| American United Life Insurance Company American Funds 2015 Target Date Ret R6 170 *American United Life Insurance Company American Funds 2020 Target Date Ret R6 | Mutual Funds | — | — | $19K | 0.4% | |
| American United Life Insurance Company Fidelity Mid Cap Index | Mutual Funds | — | — | $19K | 0.4% | |
| Fixed Account *American United Life Insurance Company AUL Stable Value Account | Stable Value | — | — | $11K | 0.2% | |
| American United Life Insurance Company American Funds 2010 Target Date Ret R6 | Mutual Funds | — | — | $7K | 0.2% | |
| s *American United Life Insurance Company American Funds New Perspective R6 | Pooled Separate Accounts | — | — | $6K | 0.1% | |
| American United Life Insurance Company Invesco Comstock R6 41 *American United Life Insurance Company JPMorgan Large Cap Growth R6 | Mutual Funds | — | — | $6K | 0.1% | |
| American United Life Insurance Company BlackRock Mid-Cap Growth Equity K | Common Stocks | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
