How big is Ozarks Area Community Action Corporation's plan?

Ozarks Area Community Action Corporation's plan reported $8.3M in assets and 449 participants for 2024.

Original filing (PDF)20251007102702NAL0002578531001

Ozarks Area Community Action Corporation

Name: Ozarks Area Community Action Corporation — Form 5500 Plan 001 (2024)
Creator: Ozarks Area Community Action Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Oacac Matching Plan

403(b) retirement plan · Ozarks Area Community Action Corporation's Oacac Matching Plan held $8.3M in plan assets for 449 participants in 2024.

Signals · 3

28% in single holding31% employer stockNo recordkeeper disclosed

Active participants

449

Accounts w/ balance

373

Plan assets (EOY)

$8.3M

Net assets (EOY)

$8.3M

People on this filing

Kenneth Waugh signed Ozarks Area Community Action Corporation's 2024 Form 5500 as plan administrator.

Kenneth Waugh — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Ozarks Area Community Action Corporation's EIN is 43-0836672.

EIN 43-0836672

Plan number 001

Plan year 2024

ACK ID 20251007102702NAL0002578531001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ozarks Area Community Action Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ozarks Area Community Action Corporation's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OZARKS AREA COMMUNITY ACTION CORPORATION.

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How this plan invests

This plan

39 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

OZARKS AREA COMMUNITY ACTION CORPORATION

EIN

all filings

Address

215 SOUTH BARNES · SPRINGFIELD, MO · 65802

Phone

(417) 862-4314

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

Audit & trust (Schedule H)

Auditor

ROBERTS, MCKENZIE, MANGAN & CUMMIN

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
VALIC	74-1625348	—	NONE	$14K	—

Investments

39 direct securities· $8.3M(100% of reported assets)

Other securities

$3.7M

26 holdings

Common Stocks

$2.5M

2 holdings

Common Collective Trusts

$1.3M

4 holdings

Mutual Funds

$731K

5 holdings

Bonds / Notes

$63K

1 holding

Cash / Money Market

$27K

1 holding

					% of plan
Summary funds held in insurance company general account Fixed Account Plus Value of Interest in Co. General Acct N/A	Common Stocks	—	—	$2.4M	28.4%
Stock Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$828K	10.0%
Mid Cap Strategic Growth Mutual Fund N/A	Other securities	—	—	$544K	6.5%
Science & Technology Fund Mutual Fund N/A	Other securities	—	—	$451K	5.4%
International Equities Fund Mutual Fund N/A	Other securities	—	—	$395K	4.7%
Vanguard Windsor II Mutual Fund N/A	Mutual Funds	—	—	$378K	4.5%
Mid Cap Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$339K	4.1%
Large Capital Growth Mutual Fund N/A	Other securities	—	—	$335K	4.0%
Vanguard Wellington Fund, Inc. Mutual Fund N/A	Mutual Funds	—	—	$284K	3.4%
Dividend Value Mutual Fund N/A 956 Emerging Economics Mutual Fund N/A	Other securities	—	—	$251K	3.0%
Core Bond Fund Mutual Fund N/A	Other securities	—	—	$241K	2.9%
Short Term Fixed Account Value of Interest in Co. General Acct N/A	Common Stocks	—	—	$188K	2.3%
Global Strategy Mutual Fund N/A 452 Growth Fund Mutual Fund N/A	Other securities	—	—	$182K	2.2%
Socially Responsible Fund Mutual Fund N/A	Other securities	—	—	$177K	2.1%
Blue Chip Growth Fund Mutual Fund N/A	Other securities	—	—	$139K	1.7%
Mid Cap Value Fund Mutual Fund N/A	Other securities	—	—	$128K	1.5%
International Value Fund Mutual Fund N/A	Other securities	—	—	$113K	1.4%
International Opportunities Mutual Fund N/A	Other securities	—	—	$101K	1.2%
Small Cap Growth Fund Mutual Fund N/A	Other securities	—	—	$89K	1.1%
Small Cap Value Fund Mutual Fund N/A	Other securities	—	—	$85K	1.0%
International Socially Responsible Mutual Fund N/A	Other securities	—	—	$80K	1.0%
Inflation Protected Fund Mutual Fund N/A	Other securities	—	—	$74K	0.9%
Small Cap Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$69K	0.8%
Global Real Estate Fund Mutual Fund N/A	Other securities	—	—	$66K	0.8%
VGI Capital Appreciation Mutual Fund N/A	Other securities	—	—	$63K	0.8%
Summary of notes receivable from participants Participant Loans 1.0% - 3.0% $0	Bonds / Notes	—	—	$63K	0.8%
High Yield Bond Fund Mutual Fund N/A	Other securities	—	—	$62K	0.7%
NASDAQ-100 ® Index Fund Mutual Fund N/A	Common Collective Trusts	—	—	$56K	0.7%
Vanguard Lifestrategy Conservative Mutual Fund N/A	Mutual Funds	—	—	$34K	0.4%
Ariel Fund Mutual Fund N/A	Other securities	—	—	$31K	0.4%
Government Money Market I Fund Mutual Fund N/A	Cash / Money Market	—	—	$27K	0.3%
Vanguard Lifestrategy Growth Mutual Fund N/A	Mutual Funds	—	—	$20K	0.2%
VC 1 Conservative Growth Mutual Fund N/A	Other securities	—	—	$18K	0.2%
Vanguard Lifestrategy Mod Mutual Fund N/A	Mutual Funds	—	—	$15K	0.2%
Systematic Core Fund Mutual Fund N/A	Other securities	—	—	$12K	0.1%
Moderate Growth Lifestyle Mutual Fund N/A	Other securities	—	—	$9K	0.1%
Summary of shares of regulated investment companies Aggressive Growth Lifestyle Mutual Fund N/A	Other securities	—	—	$6K	<0.1%
Small Cap Special Value Fund Mutual Fund N/A	Other securities	—	—	$3K	<0.1%
Systematic Value Mutual Fund N/A	Other securities	—	—	$2K	<0.1%