# Ozark Trucking INC. 401(k) Plan
Source: https://planprovider.pro/companies/ozark-trucking-inc-401k-plan

> Ozark Trucking INC.'s 401(k) plan: 95 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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