Plan Snapshot
- Plan Sponsor: Dfa Dairy Brands Corporate, LLC
- Sponsor EIN: 850489626
- Sponsor Address: 1405 N 98TH STREET, KANSAS CITY, KS, 66111
- Plan Type: 401(k)
- Total Participants: 7,572
- Total Assets: $603.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 7,572 | $603.2M | $13.6M | $27.5M |
| 2023 | 7,222 | $552.3M | $13.1M | $25.6M |
| 2022 | 6,848 | $493.9M | $12.2M | $25.3M |
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 |
|---|---|---|---|---|
| PICKETT, CHANEY & MCMULLEN LLP | ACCOUNTANT/AUDITOR | $15,600 | — | $15,600 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PICKETT, CHANEY & MCMULLEN LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,600
- Estimated Expense Ratio: 0.003% 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 | $320,527 | — | $2,700 | $15,600 | — |
| 2023 | $298,832 | — | $4,500 | — | — |
| 2022 | $291,269 | — | — | — | — |