Plan Ledger DOL Form 5500 · updated monthly

United Dairymen of Arizona401(k)

UDA 401(K) PLAN · TEMPE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

United Dairymen of Arizona reported $121,630 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $7,302 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 0.31% to 0.26%. 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 the 197th-largest of 1,285 plans among Arizona employers on file, and the 3,191st of 13,661 in manufacturing. In 2024, the employer put in $1.14 for every $1.00 employees contributed themselves; active participation has shrunk from 332 to 290 since 2022.

Plan summary
Net assets, end of year$49,154,574
Participants with balances343
Active participants290
Employer contributions$2,117,640
Employee contributions$1,849,861
Employer contribution per active participant$7,302
Average account balance$143,308
Benefits paid to participants$4,584,788
Plan auditUnmodified (clean) audit opinion
AuditorHERBEIN & COMPANY INC
Plan history3
Yearassets · accounts · employer contribution
2024$49.2M · 343 accts · $2.1M emplr
2023$44.1M · 351 accts · $2.2M emplr
2022$36.5M · 377 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$62,293
Investment management$59,337
Total administrative$121,630
The United Dairymen of Arizona 401(k) match · 2024
Employer contribution per active participant$7,302
Median for plans this size$2,416
2024$7,302 per active participant
2023$7,099 per active participant
2022$5,896 per active participant

United Dairymen of Arizona's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$62,293
CAPFINANCIAL PARTNERS, LLC · Investment advisory (plan)$59,337

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$121,630 · 0.26%
2023$125,592 · 0.31%
2022$122,389 · 0.31%
All plans at this employer2
UDA 401(K) PLAN401(k)
UDA 401(K) PLAN401(k)
Same employer
Similar plansManufacturing · Arizona
Nikola Corporation AZ$58.1M · 0.02%
Modern Industries, Inc. AZ$51.1M · 0.07%
Align Precision Corp. AZ$50.9M · 0.59%
Sk Food Group, Inc. AZ$47.9M · 0.30%
Isagenix International LLC AZ$43.7M · 0.10%
Jx Metals USA, Inc AZ$38.9M · 0.04%
Smarthealth, Inc. AZ$35.9M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860098125 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.