How big is Great Southern Bancorp, Inc.'s plan?

Great Southern Bancorp, Inc.'s plan reported $69.6M in assets and 812 participants for 2024.

Original filing (PDF)20250724083552NAL0002499267001

Great Southern Bancorp, Inc.

Name: Great Southern Bancorp, Inc. — Great Southern, Form 5500 (2024)
Creator: Great Southern Bancorp, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Great Southern Bancorp, Inc. 401(k) Plan

401(k) retirement plan · Great Southern Bancorp, Inc.'s Great Southern Bancorp, Inc. 401(k) Plan held $69.6M in plan assets for 812 participants in 2024, with Newport Group as recordkeeper.

Signals · 3

12% employer stockCorrective distributions issuedSelf-directed brokerage offered

Active participants

812

Accounts w/ balance

872

Plan assets (EOY)

$69.6M

Net assets (EOY)

$69.6M

People on this filing

Matt Snyder signed Great Southern Bancorp, Inc.'s 2024 Form 5500 as plan administrator.

Matt Snyder — 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

Great Southern Bancorp, Inc.'s EIN is 43-1524856.

EIN 43-1524856

Plan number 004

Plan year 2024

ACK ID 20250724083552NAL0002499267001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Great Southern Bancorp, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Great Southern Bancorp, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Plan sponsor

Name

GREAT SOUTHERN BANCORP, INC.

EIN

all filings

Address

PO BOX 9009 · SPRINGFIELD, MO · 658089009

Phone

(417) 887-4400

Industry

Management of Companies / Holdings

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE NEWPORT GROUP	62-1868111	—	NONE	$22K	—

Investments

39 direct securities· $69.5M(100% of reported assets)

Mutual Funds

$51.2M

33 holdings

Common Collective Trusts

$8.2M

2 holdings

Cash / Money Market

$6.0M

1 holding

Self-Directed Brokerage

$2.7M

1 holding

Participant loans

$856K

1 holding

Other securities

$553K

1 holding

					% of plan
Vanguard 500 Index Fund Adm Mutual Fund	Common Collective Trusts	—	—	$6.8M	9.7%
Cash equivalent 473 * Great Southern Bancorp, Inc. 299,009 shares of Common Stock	Cash / Money Market	—	$299K	$6.0M	8.6%
T Rowe Price Retirement Blend 2030 Mutual Fund	Mutual Funds	—	—	$5.0M	7.2%
T Rowe Price Retirement Blend 2045 Mutual Fund	Mutual Funds	—	—	$4.4M	6.4%
T Rowe Price Retirement Blend 2050 Mutual Fund	Mutual Funds	—	—	$3.8M	5.5%
T Rowe Price Retirement Blend 2040 Mutual Fund	Mutual Funds	—	—	$3.6M	5.1%
MFS Value R6 Mutual Fund	Mutual Funds	—	—	$3.3M	4.8%
MFS Growth Fund Class R6 Mutual Fund	Mutual Funds	—	—	$3.3M	4.7%
T Rowe Price Retirement Blend 2035 Mutual Fund	Mutual Funds	—	—	$3.2M	4.5%
Schwab Government Money Fund Money Market	Mutual Funds	—	—	$3.1M	4.5%
T Rowe Price Retirement Blend 2055 Mutual Fund	Mutual Funds	—	—	$2.7M	3.9%
Self-directed brokerage accounts assets Common Stock and Mutual reported in the aggregate Funds	Self-Directed Brokerage	—	—	$2.7M	3.8%
T Rowe Price Retirement Blend 2025 Mutual Fund	Mutual Funds	—	—	$2.1M	3.1%
Vanguard Mid Cap Growth Index Adm Mutual Fund	Mutual Funds	—	—	$1.8M	2.5%
T Rowe Price Science & Tech Mutual Fund	Mutual Funds	—	—	$1.5M	2.2%
T Rowe Price Retirement Blend 2020 Mutual Fund	Mutual Funds	—	—	$1.4M	2.0%
Vanguard Mid Cap Index Fund Adm Mutual Fund	Common Collective Trusts	—	—	$1.4M	2.0%
Vanguard Total Intl Stk Index Mutual Fund	Mutual Funds	—	—	$1.3M	1.9%
Vanguard Small Cap Index Adm Mutual Fund	Mutual Funds	—	—	$1.2M	1.8%
T Rowe Price Retirement Blend 2060 Mutual Fund	Mutual Funds	—	—	$1.2M	1.8%
Vanguard Selected Value Mutual Fund	Mutual Funds	—	—	$1.2M	1.7%
Vanguard Strategic Equity Inv Mutual Fund	Mutual Funds	—	—	$981K	1.4%
T Rowe Price Health Sciences Mutual Fund	Mutual Funds	—	—	$878K	1.3%
Plan Participants Participant loans; interest rates	Participant loans	—	—	$856K	1.2%
T Rowe Price Retirement Blend 2015 Mutual Fund	Mutual Funds	—	—	$729K	1.0%
Vanguard Intl Growth Adm Mutual Fund	Mutual Funds	—	—	$600K	0.9%
PIMCO All Asset Instl Mutual Fund	Mutual Funds	—	—	$584K	0.8%
Baird Core Plus Bond - Isntl Mutual Fund	Other securities	—	—	$553K	0.8%
Vanguard International Value Mutual Fund	Mutual Funds	—	—	$526K	0.8%
T Rowe Price Retirement Blend 2065 Mutual Fund	Mutual Funds	—	—	$503K	0.7%
Schwab Fundamental US Small Co Index Mutual Fund	Mutual Funds	—	—	$414K	0.6%
T Rowe Price Retirement Balanced Mutual Fund	Mutual Funds	—	—	$379K	0.5%
T Rowe Price Equity Research Mutual Fund	Mutual Funds	—	—	$370K	0.5%
Vanguard Energy Fund Adm Mutual Fund	Mutual Funds	—	—	$353K	0.5%
Vanguard Total Bond Mkt Index Adm Mutual Fund	Mutual Funds	—	—	$336K	0.5%
Vanguard Infl Protected Sec Adm Mutual Fund	Mutual Funds	—	—	$227K	0.3%
T Rowe Price Retirement Blend 2010 Mutual Fund	Mutual Funds	—	—	$104K	0.2%
American Funds Euro Pacific Growth Mutual Fund	Mutual Funds	—	—	$47K	<0.1%
T Rowe Price Retirement Blend 2005 Mutual Fund	Mutual Funds	—	—	$20K	<0.1%