# Owner-Operator Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/owner-operator-services-inc-401k-plan-001-4897

> Owner-Operator Services, INC.'s 401(k) plan: 263 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| THE VANGUARD GROUP, INC.|NONE|$27,128|—|$27,128|

| RESOURCES INVESTMENT ADVISORS.|NONE|$13,928|—|$13,928|

| MIZE CPAS INC.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [MIZE CPAS INC.](https://planprovider.pro/provider/mize-cpas-inc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $41,056

- **Estimated Expense Ratio:** 0.133% of plan assets

### 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/owner-operator-services-inc-401k-plan-001-4897)

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