Plan Ledger DOL Form 5500 · updated monthly

U.S. Dairy Systems, Inc.401(k)

U.S. DAIRY SYSTEMS, INC. 401(K) PLAN · JEROME, ID · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

U.S. Dairy Systems, Inc. reported $4,918 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $252 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 0.49% to 0.08%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in Idaho (218th of 349), and 587th of 945 in agriculture, forestry & fishing. In 2024, employees put in $1.84 for every $1.00 the employer contributed; active participation has grown from 137 to 184 since 2022.

Plan summary
Net assets, end of year$6,165,737
Participants with balances103
Active participants184
Employer contributions$46,366
Employee contributions$85,392
Employer contribution per active participant$252
Average account balance$59,862
Benefits paid to participants$15,429
Plan auditUnmodified (clean) audit opinion
AuditorTRAVELLER & COMPANY, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$6.2M · 103 accts · $46K emplr
2023$6.0M · 103 accts · $215K emplr
2022$4.4M · 104 accts · $217K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,918
Total administrative$4,918
The U.S. Dairy Systems, Inc. 401(k) match · 2024
Employer contribution per active participant$252
Median for plans this size$1,313
2024$252 per active participant
2023$1,475 per active participant
2022$1,587 per active participant

U.S. Dairy Systems, Inc.'s 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$3,521
LPL FINANCIAL CORPORATION RPCP · Investment advisory (plan)$4,288

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$4,918 · 0.08%
2023$23,790 · 0.46%
2022$20,230 · 0.49%
Same employer
Similar plansAgriculture, Forestry & Fishing · Idaho
Eagle Eye Produce ID$9.8M · 0.47%
Agrimark, Inc. ID$9.5M · 1.17%
Standlee Group LLC ID$6.6M · 0.06%
Jentzsch Kearl Farms ID$6.3M · 0.44%
Nonpareil Corporation ID$4.9M · 0.01%
Standlee Group LLC ID$3.5M · 0.11%
Tamarack Mill, LLC ID$2.8M · 0.15%
Symms Fruit Ranch, Inc. ID$1.9M · 1.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330055929 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.