Katrina Sweaney signed Ozarks Heritage Financial Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ozarks Heritage Financial Group, Inc.'s EIN is 33-1036006.
Download the official 2024 Form 5500 (PDF) for Ozarks Heritage Financial Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ozarks Heritage Financial Group, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SANCTUARY SECURITIES INC | 36-2957364 | — | ADVISOR | $15K | — |
