# United Dairy, INC. 401(k) Plan
Source: https://planprovider.pro/companies/united-dairy-inc-plan-003

> United Dairy, INC.'s 401(k) plan: 126 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/herbein-company-inc) — 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|—|—|

## Similar Plans

- [Miceli Dairy Products Company](https://planprovider.pro/companies/miceli-dairy-products-company-401k-plan) — 176 participants

- [Smithfoods INC.](https://planprovider.pro/companies/smithfoods-inc-plan-006) — 68 participants

- [Superior Dairy, INC.](https://planprovider.pro/companies/superior-dairy-inc-401k-plan-005) — 66 participants

- [Dairy Union Employees Benefit Fund Trustees](https://planprovider.pro/companies/dairy-union-employees-benefit-fund-trustees-plan) — 25 participants

- [Smithfoods INC.](https://planprovider.pro/companies/smithfoods-inc-plan-003) — 23 participants

- [Superior Dairy, INC.](https://planprovider.pro/companies/superior-dairy-inc-401k-plan-001) — 234 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/united-dairy-inc-plan-003)

© 2026 PlanProvider.Pro