Plan Snapshot
- Plan Sponsor: United Dairy Farmers, INC.
- Sponsor EIN: 311361170
- Sponsor Address: 3955 MONTGOMERY ROAD, CINCINNATI, OH, 45212
- Plan Type: 401(k)
- Total Participants: 2,150
- Total Assets: $44.3M
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 | 2,150 | $44.3M | $532,046 | $2.2M |
| 2023 | 1,946 | $40.6M | $608,035 | $2.4M |
| 2022 | 1,982 | $34.0M | $528,787 | $2.1M |
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 |
|---|---|---|---|---|
| KATZ SAPPER & MILLER, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KATZ SAPPER & MILLER, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $95,768 | — | $91,768 | — | — |
| 2023 | $77,508 | — | $75,558 | — | — |
| 2022 | $73,505 | — | — | — | — |