Plan Ledger DOL Form 5500 · updated monthly

United Dairy, Inc.401(k)

UNITED DAIRY, INC. 401(K) PLAN · MARTINS FERRY, OH · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

United Dairy, Inc. reported $17,110 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $2,406 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 3 years on file its reported administrative ratio has held roughly steady near 0.156%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Ohio (1,842nd of 3,295), and 8,109th of 13,661 in manufacturing. In 2024, employees put in $1.39 for every $1.00 the employer contributed; active participation has grown from 111 to 126 since 2022.

Plan summary
Net assets, end of year$11,740,937
Participants with balances146
Active participants126
Employer contributions$303,211
Employee contributions$422,408
Employer contribution per active participant$2,406
Average account balance$80,417
Benefits paid to participants$632,877
Plan auditUnmodified (clean) audit opinion
AuditorHERBEIN AND COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$11.7M · 146 accts · $303K emplr
2023$10.2M · 132 accts · $282K emplr
2022$8.4M · 125 accts · $253K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$350
Investment management$12,873
Total administrative$17,110
The United Dairy, Inc. 401(k) match · 2024
Employer contribution per active participant$2,406
Median for plans this size$2,416
2024$2,406 per active participant
2023$2,277 per active participant
2022$2,279 per active participant

United Dairy, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. 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 · 20243
CETERA INVESTMENT ADVISERS LLC · Investment advisory (plan)$12,873
CETERA ADVISOR NETWORKS LLC$3,887
JPMORGAN INVEST HOLDINGS LLC$350

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

Administrative cost history3
2024$17,110 · 0.16%
2023$14,342 · 0.15%
2022$14,688 · 0.16%
Similar plansManufacturing · Ohio
Custom Agri Systems, Inc. OH$11.8M · 0.48%
Reading Rock, Inc. OH$11.8M · 0.35%
Aluchem, Inc. OH$11.8M · 0.32%
Graeter's Manufacturing Co. OH$11.7M · 0.32%
The Sutphen Corp. OH$11.7M · 0.35%
Kovatch Castings OH$11.6M · 0.44%
Princeton Tool, Inc. OH$11.6M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341141090 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.