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Original filing (PDF)20251007102702NAL0002578531001
OZARKS AREA COMMUNITY ACTION CORPORATION
Form 5500
FILING_RECEIVED
OACAC MATCHING PLAN
403(b) retirement plan
Signals · 2
28% in single holdingNo recordkeeper disclosed
Active participants
449
Accounts w/ balance
373
Plan assets (EOY)
$8.3M
Net assets (EOY)
$8.3M
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 (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
86
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Summary funds held in insurance company general account Fixed Account Plus Value of Interest in Co. General Acct N/A" is 28% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (17 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OZARKS AREA COMMUNITY ACTION CORPORATION.
Plan sponsor
Name
OZARKS AREA COMMUNITY ACTION CORPORATION
EIN
43-0836672
Address
215 SOUTH BARNES · SPRINGFIELD, MO · 65802
Phone
(417) 862-4314
Industry
Health Care & Social Assistancesee all
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 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALIC | 74-1625348 | — | NONE | $14K | — |
Investments
39 direct securities· $8.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Summary funds held in insurance company general account Fixed Account Plus Value of Interest in Co. General Acct N/A | — | — | — | $2.4M | 28.4% | |
| Stock Index Fund Mutual Fund N/A | — | — | — | $828K | 10.0% | |
| Mid Cap Strategic Growth Mutual Fund N/A | — | — | — | $544K | 6.5% | |
| Science & Technology Fund Mutual Fund N/A | — | — | — | $451K | 5.4% | |
| International Equities Fund Mutual Fund N/A | — | — | — | $395K | 4.7% | |
| Vanguard Windsor II Mutual Fund N/A | — | — | — | $378K | 4.5% | |
| Mid Cap Index Fund Mutual Fund N/A | — | — | — | $339K | 4.1% | |
| Large Capital Growth Mutual Fund N/A | — | — | — | $335K | 4.0% | |
| Vanguard Wellington Fund, Inc. Mutual Fund N/A | — | — | — | $284K | 3.4% | |
| Dividend Value Mutual Fund N/A 956 Emerging Economics Mutual Fund N/A | — | — | — | $251K | 3.0% | |
| Core Bond Fund Mutual Fund N/A | — | — | — | $241K | 2.9% | |
| Short Term Fixed Account Value of Interest in Co. General Acct N/A | — | — | — | $188K | 2.3% | |
| Global Strategy Mutual Fund N/A 452 Growth Fund Mutual Fund N/A | — | — | — | $182K | 2.2% | |
| Socially Responsible Fund Mutual Fund N/A | — | — | — | $177K | 2.1% | |
| Blue Chip Growth Fund Mutual Fund N/A | — | — | — | $139K | 1.7% | |
| Mid Cap Value Fund Mutual Fund N/A | — | — | — | $128K | 1.5% | |
| International Value Fund Mutual Fund N/A | — | — | — | $113K | 1.4% | |
| International Opportunities Mutual Fund N/A | — | — | — | $101K | 1.2% | |
| Small Cap Growth Fund Mutual Fund N/A | — | — | — | $89K | 1.1% | |
| Small Cap Value Fund Mutual Fund N/A | — | — | — | $85K | 1.0% | |
| International Socially Responsible Mutual Fund N/A | — | — | — | $80K | 1.0% | |
| Inflation Protected Fund Mutual Fund N/A | — | — | — | $74K | 0.9% | |
| Small Cap Index Fund Mutual Fund N/A | — | — | — | $69K | 0.8% | |
| Global Real Estate Fund Mutual Fund N/A | — | — | — | $66K | 0.8% | |
| VGI Capital Appreciation Mutual Fund N/A | — | — | — | $63K | 0.8% | |
| Summary of notes receivable from participants Participant Loans 1.0% - 3.0% $0 | — | — | — | $63K | 0.8% | |
| High Yield Bond Fund Mutual Fund N/A | — | — | — | $62K | 0.7% | |
| NASDAQ-100 ® Index Fund Mutual Fund N/A | — | — | — | $56K | 0.7% | |
| Vanguard Lifestrategy Conservative Mutual Fund N/A | — | — | — | $34K | 0.4% | |
| Ariel Fund Mutual Fund N/A | — | — | — | $31K | 0.4% | |
| Government Money Market I Fund Mutual Fund N/A | — | — | — | $27K | 0.3% | |
| Vanguard Lifestrategy Growth Mutual Fund N/A | — | — | — | $20K | 0.2% | |
| VC 1 Conservative Growth Mutual Fund N/A | — | — | — | $18K | 0.2% | |
| Vanguard Lifestrategy Mod Mutual Fund N/A | — | — | — | $15K | 0.2% | |
| Systematic Core Fund Mutual Fund N/A | — | — | — | $12K | 0.1% | |
| Moderate Growth Lifestyle Mutual Fund N/A | — | — | — | $9K | 0.1% | |
| Summary of shares of regulated investment companies Aggressive Growth Lifestyle Mutual Fund N/A | — | — | — | $6K | <0.1% | |
| Small Cap Special Value Fund Mutual Fund N/A | — | — | — | $3K | <0.1% | |
| Systematic Value Mutual Fund N/A | — | — | — | $2K | <0.1% |
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