Ozark Trucking 401(k) match, vesting and fees
What Ozark Trucking's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Campbell Taylor Washburn (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,836 defined-contribution plans in transportation and warehousing with 100 to 499 participants.
| Ozark Trucking: employer contribution per participant | $4,536 | |
| Peer median | $1,076 |
| Ozark Trucking: average balance | $149,744 | |
| Peer median | $31,804 |
| Ozark Trucking: admin expenses ÷ assets | 0.22% | |
| Peer median | 0.46% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $18.5M at the end of plan year 2021 to $18.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 139 | $18.9M | $572K | $4,536 | 0.22% | Not published | Form 5500 ↗ |
| 2023 | 125 | $17.8M | $479K | $3,893 | 0.15% | Not published | Form 5500 ↗ |
| 2022 | 127 | $16M | $518K | $4,174 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 126 | $18.5M | $496K | $4,098 | <0.01% | Not published | Form 5500 ↗ |
Common questions
Does Ozark Trucking match 401(k) contributions?
The match terms for the Ozark Trucking, Inc. 401(k) Plan & Trust have not been published from its filing yet. The plan year 2024 filing reports $572K in employer contributions, about $4,536 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Ozark Trucking 401(k) match vested?
The vesting schedule for the Ozark Trucking, Inc. 401(k) Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Ozark Trucking 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Ozark Trucking Inc..
I left Ozark Trucking. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Ozark Trucking Inc., (916) 561-5448) or the recordkeeper, Fidelity Investments Institutional. The Ozark Trucking old 401(k) page lists the contacts from every plan filing. Find an old Ozark Trucking 401(k)
Data from the public Form 5500 annual reports Ozark Trucking filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Ozark Trucking. Not financial advice. Report a correction · Methodology