Plan Snapshot
- Plan Sponsor: United Dairy Industry Association
- Sponsor EIN: 362702849
- Sponsor Address: 10255 W. HIGGINS ROAD, ROSEMONT, IL, 600185616
- Plan Type: 401(k)
- Total Participants: 497
- Total Assets: $169.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 497 | $169.6M | $5.5M | $6.1M |
| 2023 | 491 | $151.9M | $5.9M | $6.2M |
| 2022 | 487 | $130.6M | $5.4M | $5.5M |
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 |
|---|---|---|---|---|
| ERNST & YOUNG | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERNST & YOUNG — 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 | $164,851 | — | — | — | — |
| 2023 | $148,411 | — | — | — | — |
| 2022 | $156,837 | — | — | — | $156,837 |