Plan Ledger DOL Form 5500 · updated monthly

Umpqua Dairy Products Co.401(k)

UMPQUA DAIRY RETIREMENT CONTRIBUTION AND EMPLOYEE SAVINGS PLAN · ROSEBURG, OR · plan year 2022

Reported admin expense ratio · 2022
0.39%

Umpqua Dairy Products Co. reported $57,821 in plan administrative expenses for 2022: 0.39% of average plan assets, above the peer median. 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Oregon (981st of 1,021), and 13,412th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$646,814
Participants with balances15
Active participants10
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$43,121
Benefits paid to participants$7,510,368
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$647K · 15 accts
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$24,584
Investment management$31,037
Professional / advisory$2,200
Total administrative$57,821
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$57,821 · 0.39%
Similar plansManufacturing · Oregon
Arcimoto Inc OR$1.1M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930364174 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.