Original filing (PDF)20240710191925NAL0009961459001

OZARK ROOTS LLC

Name: OZARK ROOTS LLC — OZARK ROOTS 401(K) PLAN, Form 5500 (2023)
Creator: OZARK ROOTS LLC

Form 5500-SF

FILING_RECEIVED

OZARK ROOTS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$79K

Net assets (EOY)

$79K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OZARK ROOTS LLC.

Plan sponsor

Name

OZARK ROOTS LLC

EIN

46-2078719

Address

1204 HINKSON AVENUE · COLUMBIA, MO · 65201

Phone

(573) 999-9086

Industry

Accommodation & Food Servicessee all

Plan administrator

Name

NATIONAL BENEFIT SERVICES, LLC

EIN

20-3886993

City

KANSAS CITY, MO

Phone

(801) 532-4000

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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