# Dairy Employees Union Local 17 Pension Plan DB Plan
Source: https://planprovider.pro/companies/dairy-employees-union-local-17-pension-plan-956221757-001

> Dairy Employees Union Local 17 Pension Plan's DB plan: 663 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Dairy Employees Union Local 17 Pension Plan

- **Sponsor EIN:** 956221757

- **Sponsor Address:** 10606 TRADEMARK PARKWAY NORTH, RANCHO CUCAMONGA, CA, 917305910

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 663

- **Total Assets:** $13.0M

## 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|663|$13.0M|$0|$0|

| 2023|0|$13.8M|$141,750|$0|

| 2022|34|$13.5M|$151,650|$0|

## 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|

| MORGAN AND FRANZ ADMINISTRATION|Recordkeeper|$77,700|—|$77,700|

| CITIZENS BUSINESS BANK|Other Service Provider|$73,012|—|$73,012|

| NWPS|Recordkeeper|$33,000|—|$33,000|

| KRAW LAW GROUP|Other Service Provider|$26,255|—|$26,255|

| HENNINGFIELD & ASSOCIATES, INC.|Auditor|$24,000|—|$24,000|

### Verified Provider Profiles

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

- [MORGAN AND FRANZ ADMINISTRATION](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [NWPS](https://planprovider.pro/provider/nwps) — Recordkeeper

- [HENNINGFIELD & ASSOCIATES, INC.](https://planprovider.pro/provider/henningfield-and-associates-inc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $233,967

- **Estimated Expense Ratio:** 1.795% 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|$279,694|$73,012|$77,700|$24,000|—|

| 2023|$245,056|$71,583|$67,596|$23,000|—|

| 2022|$308,167|$72,342|$69,045|—|$137,570|

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