Plan Snapshot
- Plan Sponsor: United Dairy, INC.
- Sponsor EIN: 341141090
- Sponsor Address: 300 NORTH 5TH STREET, MARTINS FERRY, OH, 43935
- Plan Type: 401(k)
- Total Participants: 126
- Total Assets: $11.7M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 126 | $11.7M | $303,211 | $422,408 |
| 2023 | 124 | $10.2M | $282,319 | $390,263 |
| 2022 | 111 | $8.4M | $252,985 | $360,697 |
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 |
|---|---|---|---|---|
| HERBEIN AND COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HERBEIN AND COMPANY — 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 | $17,110 | $12,873 | — | — | — |
| 2023 | $14,342 | $13,985 | — | — | — |
| 2022 | $14,688 | — | $14,688 | — | — |