Plan Snapshot
- Plan Sponsor: Owner-Operator Services, INC.
- Sponsor EIN: 431384897
- Sponsor Address: 1 NORTHWEST OOIDA DRIVE, GRAIN VALLEY, MO, 64029
- Plan Type: 401(k)
- Total Participants: 263
- Total Assets: $30.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 263 | $30.8M | $584,280 | $1.4M |
| 2023 | 266 | $27.0M | $554,554 | $1.3M |
| 2022 | 274 | $23.3M | $532,122 | $1.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MIZE CPAS INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MIZE CPAS INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $41,056 | $13,928 | $27,128 | — | — |
| 2023 | $53,565 | $18,571 | $34,994 | — | — |
| 2022 | $55,054 | $18,571 | $36,483 | — | — |