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
- 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. |
|---|---|---|---|---|
| 2025 | 663 | $13.0M | $0 | $0 |
| 2024 | 0 | $13.8M | $0 | $0 |
| 2023 | 34 | $13.5M | $0 | $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 |
|---|---|---|---|---|
| HENNINGFIELD & ASSOCIATES | Auditor | $24,000 | — | $24,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HENNINGFIELD & ASSOCIATES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,000
- Estimated Expense Ratio: 0.184% 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 |
|---|---|---|---|---|---|
| 2025 | $279,694 | $73,012 | $77,700 | $24,000 | — |
| 2024 | $245,056 | $71,583 | $67,596 | $23,000 | — |
| 2023 | $308,167 | $72,342 | $69,045 | — | $137,570 |