GREG Dalton signed Bank OZK's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bank OZK's EIN is 71-0130170.
Download the official 2024 Form 5500 (PDF) for Bank OZK from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bank OZK's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA), an ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $177K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRIDAY, ELDREDGE & CLARK LLP | — | LITTLE ROCK, AR | ATTORNEY | $13K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| * Bank OZK 2,671,435 Shares | Common Stocks | — | $2.7M | $119.0M | 40.5% | |
| Vanguard S&P 500 Index Fund | Common Collective Trusts | — | — | $24.6M | 8.4% | |
| Empower Funds, Inc. Lifetime 2035 Fund | Common Stocks | — | — | $15.9M | 5.4% | |
| Fidelity Contrafund | Mutual Funds | — | — | $15.3M | 5.2% | |
| Empower Funds, Inc. Lifetime 2045 Fund | Common Stocks | — | — | $10.8M | 3.7% | |
| Empower Funds, Inc. Lifetime 2030 Fund | Common Stocks | — | — | $10.7M | 3.6% | |
| Empower Funds, Inc. Lifetime 2050 Fund | Common Stocks | — | — | $10.5M | 3.6% | |
| Empower Funds, Inc. Lifetime 2055 Fund | Common Stocks | — | — | $10.2M | 3.5% | |
| Empower Funds, Inc. Lifetime 2040 Fund | Common Stocks | — | — | $9.6M | 3.3% | |
| Fixed Annuity Investment * Empower Annuity Insurance Company of America Guaranteed Interest Fund | Common Stocks | — | — | $9.1M | 3.1% | |
| Empower Funds, Inc. Lifetime 2025 Fund | Common Stocks | — | — | $8.2M | 2.8% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $5.0M | 1.7% | |
| AMERICAN CENTURY MID CAP VAL (IS PL EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 850 | Pooled Separate Account | — | — | $4.6M | 1.6% | |
| Hartford Equity Income Fund | Other securities | — | — | $4.6M | 1.6% | |
| Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $4.4M | 1.5% | |
| Maturing Through August 2039 | Other securities | — | — | $4.3M | 1.5% | |
| Empower Funds, Inc. Lifetime 2060 Fund | Common Stocks | — | — | $3.4M | 1.2% | |
| Baron Funds Small Cap Fund | Other securities | — | — | $3.3M | 1.1% | |
| Empower Funds, Inc. Lifetime 2020 Fund | Common Stocks | — | — | $3.2M | 1.1% | |
| Federated Hermes Total Return Bond Fund | Other securities | — | — | $3.0M | 1.0% | |
| MFS International Diversification Fund | Mutual Funds | — | — | $2.9M | 1.0% | |
| 401(k) Brokerage Accounts Various Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $2.9M | 1.0% | |
| CAPITAL GROUP EUROPACIFIC GROWTH SA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Pooled Separate Account | — | — | $2.6M | 0.9% | |
| Baird Mid-Cap Growth Fund | Other securities | — | — | $2.4M | 0.8% | |
| Allspring Special Small Cap Value Fund | Mutual Funds | — | — | $1.5M | 0.5% | |
| Federated Hermes Total Return Government Fund | Other securities | — | — | $1.0M | 0.4% | |
| Empower Funds, Inc. Lifetime 2015 Fund | Common Stocks | — | — | $756K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | — | WALNUT CREEK, CA | OTHER | $13K | — |
| QDRO CONSULTANTS CO LLC | — | MEDINA, OH | CONSULTING | $300 | — |
