# Dairy Union Employees Benefit Fund Trustees DC Plan
Source: https://planprovider.pro/companies/dairy-union-employees-benefit-fund-trustees-plan

> Dairy Union Employees Benefit Fund Trustees's DC plan: 25 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Dairy Union Employees Benefit Fund Trustees

- **Sponsor EIN:** 341258908

- **Sponsor Address:** 5505 VALLEY BELT DR, INDEPENDENCE, OH, 44131

- **Plan Type:** DC

- **Total Participants:** 25

- **Total Assets:** $1.8M

## 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|25|$1.8M|$41,300|$31,000|

| 2023|25|$1.8M|$39,800|$30,000|

| 2022|29|$1.7M|$35,555|$27,565|

## 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|

| CIUNI & PANICHI, INC.|Auditor|$21,136|—|$21,136|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $21,136

- **Estimated Expense Ratio:** 1.190% 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|$94,978|—|$29,195|$21,136|—|

| 2023|$72,237|—|$27,939|$26,334|—|

| 2022|$63,445|—|$17,653|—|$27,058|

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