Original filing (PDF)20251124151049NAL0003158176001

OZARK FEDERAL CREDIT UNION

Name: OZARK FEDERAL CREDIT UNION — OZARK FEDERAL CREDIT UNION 401(K) P/S PLAN, Form 5500 (2024)
Creator: OZARK FEDERAL CREDIT UNION

Form 5500-SF

FILING_RECEIVED

OZARK FEDERAL CREDIT UNION 401(K) P/S PLAN

401(k) retirement plan

Signals · 1

Late filing · 36.3 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$875K

Net assets (EOY)

$875K

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 36.3 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OZARK FEDERAL CREDIT UNION.

Plan sponsor

Name

OZARK FEDERAL CREDIT UNION

EIN

43-0701370all filings

Address

2438 KATY LANE · POPLAR BLUFF, MO · 63901

Phone

(573) 686-7221

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2021-01-01

Tax period

2021-12-31

Filed

2025-11-24

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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