Plan Ledger DOL Form 5500 · updated monthly

New Dairy Opco LLC401(k)

BORDEN DAIRY RETIREMENT SAVINGS PLAN · DENVER, CO · plan year 2023

Reported admin expense ratio · 2023
0.36%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

New Dairy Opco LLC reported $274,382 in plan administrative expenses for 2023: 0.36% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,685 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.38% to 0.34%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other manufacturing employers. By assets it is the 165th-largest of 1,461 plans among Colorado employers on file, and the 2,284th of 13,661 in manufacturing. In 2023, employees put in $2.61 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$77,771,109
Participants with balances1,600
Active participants1,048
Employer contributions$1,765,863
Employee contributions$4,608,929
Employer contribution per active participant$1,685
Average account balance$48,607
Benefits paid to participants$15,672,009
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$76.9M · 1,518 accts · $1.8M emplr
2023$77.8M · 1,600 accts · $1.8M emplr
2022$75.9M · 1,820 accts · $3.0M emplr
The New Dairy Opco LLC 401(k) match · 2023
Employer contribution per active participant$1,685
Median for plans this size$3,659
2024$1,714 per active participant
2023$1,685 per active participant
2022$2,788 per active participant

New Dairy Opco LLC's 2023 employer contribution ran below the $3,659 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$167,700
CREATIVE PLANNING · Investment advisory (plan)$81,250
BAKER TILLY · Accounting / audit$32,533

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$261,845 · 0.34%
2023$274,382 · 0.36%
2022$357,517 · 0.38%
Same employer
Similar plansManufacturing · Colorado
Vaisala Inc. CO$85.9M · 0.16%
Otter Products, LLC CO$83.5M · 0.08%
Sundyne, LLC CO$69.8M · 0.13%
Karcher North America, Inc CO$67.7M · 0.16%
Dmc Global Inc. CO$56.7M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 851243334 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.