Plan Snapshot
- Plan Sponsor: Ozark Trucking INC.
- Sponsor EIN: 930999634
- Sponsor Address: 4916 DUDLEY BLVD., MCCLELLAN, CA, 95652
- Plan Type: 401(k)
- Total Participants: 95
- Total Assets: $18.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 95 | $18.9M | $571,559 | $475,616 |
| 2023 | 77 | $17.8M | $478,822 | $459,717 |
| 2022 | 83 | $16.0M | $517,531 | $535,500 |
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 |
|---|---|---|---|---|
| CAMPBELL TAYLOR WASHBURN | Auditor | — | — | $0 |
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 | $40,167 | $17,342 | — | — | — |
| 2023 | $25,864 | $8,330 | — | — | — |
| 2022 | $2,775 | — | — | — | — |