Plan Snapshot
- Plan Sponsor: United Dairy Farmers, INC.
- Sponsor EIN: 311361170
- Sponsor Address: 3955 MONTGOMERY ROAD, CINCINNATI, OH, 45212
- Plan Type: DC
- Total Participants: 656
- Total Assets: $16.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 656 | $16.2M | $534,959 | $0 |
| 2023 | 684 | $15.6M | $554,700 | $0 |
| 2022 | 671 | $14.5M | $609,364 | $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 |
|---|---|---|---|---|
| KATZ SAPPER & MILLER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KATZ SAPPER & MILLER, LLP — 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 | $33,200 | — | $32,800 | — | — |
| 2023 | $33,891 | — | $33,191 | — | — |
| 2022 | $31,731 | — | — | — | — |