OWNER-OPERATOR SERVICES 401(K) PPROFIT SHARING RETIREMENT PLAN

Plan Contact

  • Address: 1 NORTHWEST OOIDA DRIVE,GRAIN VALLEY,MO
  • Contact person: ROD NOFZIGER
  • Phone: (816) 229-5791

Plan General Information

OWNER-OPERATOR SERVICES 401(K) PPROFIT SHARING RETIREMENT PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of OWNER-OPERATOR SERVICES 401(K) PPROFIT SHARING RETIREMENT PLAN is $27,006,579.00.This plan was established in 1989.

OWNER-OPERATOR SERVICES 401(K) PPROFIT SHARING RETIREMENT PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in OWNER-OPERATOR SERVICES 401(K) PPROFIT SHARING RETIREMENT PLAN is 342

OWNER-OPERATOR SERVICES 401(K) PPROFIT SHARING RETIREMENT PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for OWNER-OPERATOR SERVICES 401(K) PPROFIT SHARING RETIREMENT PLAN is $78,966.00

OWNER-OPERATOR SERVICES 401(K) PPROFIT SHARING RETIREMENT PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for OWNER-OPERATOR SERVICES 401(K) PPROFIT SHARING RETIREMENT PLAN is $7,735.00.

OWNER-OPERATOR SERVICES 401(K) PPROFIT SHARING RETIREMENT PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in OWNER-OPERATOR SERVICES 401(K) PPROFIT SHARING RETIREMENT PLAN is approximately $1,621.00
Investing in this additonal $1,621.00 for 20 years would give you extra $103,776.00, assuming a 10% annual return.

OWNER-OPERATOR SERVICES 401(K) PPROFIT SHARING RETIREMENT PLAN Total Employer Contribution and Match Rate

In 2023, OWNER-OPERATOR SERVICES 401(K) PPROFIT SHARING RETIREMENT PLAN allocates $554,554.00 to match its employees' contributions, providing an employer match rate of 41.92% of their contributions

OWNER-OPERATOR SERVICES 401(K) PPROFIT SHARING RETIREMENT PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of OWNER-OPERATOR SERVICES 401(K) PPROFIT SHARING RETIREMENT PLAN is 15.80%.

OWNER-OPERATOR SERVICES 401(K) PPROFIT SHARING RETIREMENT PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for OWNER-OPERATOR SERVICES 401(K) PPROFIT SHARING RETIREMENT PLAN is 15.53%. This measures the effectiveness of the plan participants' investments in the year.

OWNER-OPERATOR SERVICES 401(K) PPROFIT SHARING RETIREMENT PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of OWNER-OPERATOR SERVICES 401(K) PPROFIT SHARING RETIREMENT PLAN is 0.20%.

Enrollment Features

OWNER-OPERATOR SERVICES 401(K) PPROFIT SHARING RETIREMENT PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …