Original filing (PDF)20250722141217NAL0006295138001

UNITED WAY OF THE OZARKS

Name: UNITED WAY OF THE OZARKS — TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE OZARKS, Form 5500 (2024)
Creator: UNITED WAY OF THE OZARKS

Form 5500-SF

FILING_RECEIVED

TAX DEFERRED ANNUITY PLAN OF UNITED WAY OF THE OZARKS

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$430K

Net assets (EOY)

$430K

Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UNITED WAY OF THE OZARKS.

Plan sponsor

Name

UNITED WAY OF THE OZARKS

EIN

44-0552047all filings

Address

CLARENCE R. WHEELER CENTER · 320 N JEFFERSON AVE · SPRINGFIELD, MO · 658061109

Phone

(417) 863-7700

Industry