How big is Ozark Roots LLC's plan?

Ozark Roots LLC's plan reported $79K in assets and 36 participants for 2023.

Original filing (PDF)20240710191925NAL0009961459001

Ozark Roots LLC

Name: Ozark Roots LLC — Ozark Roots 401(k) Plan, Form 5500 (2023)
Creator: Ozark Roots LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ozark Roots 401(k) Plan

401(k) retirement plan · Ozark Roots LLC's Ozark Roots 401(k) Plan held $79K in plan assets for 36 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$79K

Net assets (EOY)

$79K

Plan identifiers

Ozark Roots LLC's EIN is 46-2078719.

EIN 46-2078719

Plan number 001

Plan year 2023

ACK ID 20240710191925NAL0009961459001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Ozark Roots LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Ozark Roots LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OZARK ROOTS LLC.

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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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

OZARK ROOTS LLC

EIN

all filings

Address

1204 HINKSON AVENUE · COLUMBIA, MO · 65201

Phone

(573) 999-9086

Industry

Accommodation & Food Services

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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