# Anderson Erickson Dairy Company And Subsidiary Health & Welfare Plan
Source: https://planprovider.pro/companies/anderson-erickson-dairy-company-and-subsidiary-420115611-503

> Anderson Erickson Dairy Company And Subsidiary's Health & Welfare plan: 277 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Anderson Erickson Dairy Company And Subsidiary

- **Sponsor EIN:** 420115611

- **Sponsor Address:** 2420 EAST UNIVERSITY AVENUE, DES MOINES, IA, 50317

- **Plan Type:** Health & Welfare

- **Plan Number:** 503

- **Total Participants:** 277

- **Total Assets:** $124,140

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|277|$124,140|$73,748|$147,741|

| 2023|200|$84,053|$63,966|$128,107|

| 2022|216|$67,293|$99,584|$199,349|

## 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|

| UHY LLP|Auditor|$9,000|—|$9,000|

### Verified Provider Profiles

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

- [UHY LLP](https://planprovider.pro/provider/uhy-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $9,000

- **Estimated Expense Ratio:** 7.250% 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|$9,000|—|$9,000|—|—|

| 2023|$7,100|—|$7,100|—|—|

| 2022|$5,500|—|—|—|$5,500|

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- [Anderson Erickson Dairy Co.](https://planprovider.pro/companies/anderson-erickson-dairy-co-plan-001) — 185 participants

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