Assets by plan
Share of aggregate retirement assets
72%top
Sponsor portfolio
UNITED WAY OF THE OZARKS
EIN 44-0552047Other Services (except Public Administration)Latest filing 2025
Plans
2
Retirement
2
$2.5M assets
Welfare
0
Participants
91
320 N JEFFERSON AVE - SPRINGFIELD, MO 658061109417-863-7700
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 91 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF THE OZARKS
ProfitSharing
Assets$1.8M
Participants62
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
UNITED WAY OF THE OZARKS TAX DEFERRED ANNUITY PLAN
401k
Assets$685K
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF UNITED WAY OF THE OZARKS | ProfitSharing | $1.8M | 62 | 2025 | |
| 002 | UNITED WAY OF THE OZARKS TAX DEFERRED ANNUITY PLAN | 401k | $685K | 29 | 2025 |
Retirement plans
Welfare plans