Plan Snapshot
- Plan Sponsor: Dairyland Usa Corp.
- Sponsor EIN: 133286147
- Sponsor Address: 100 EAST RIDGE RD., RIDGEFIELD, CT, 068774623
- Plan Type: 401(k)
- Total Participants: 5,198
- Total Assets: $118.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 5,198 | $118.1M | $3.5M | $10.7M |
| 2023 | 4,470 | $99.2M | $3.7M | $10.2M |
| 2022 | 3,935 | $65.0M | $1.9M | $7.1M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | NONE | $273,497 | — | $273,497 |
| CREATIVE PLANNING INC | NONE | — | $60,000 | $60,000 |
| PKF O'CONNOR DAVIES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING INC — NONE
- PKF O'CONNOR DAVIES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $333,497
- Estimated Expense Ratio: 0.282% 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 | $273,568 | — | $273,568 | — | — |
| 2023 | $237,641 | — | $237,641 | — | — |
| 2022 | $193,743 | — | $193,743 | — | — |