Anderson Erickson Dairy 401(k) match, vesting and fees
What Anderson Erickson Dairy's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 3,042 defined-contribution plans in manufacturing with 100 to 499 participants.
| Anderson Erickson Dairy: employer contribution per participant | — | |
| Peer median | $1,962 |
| Anderson Erickson Dairy: average balance | $77,395 | |
| Peer median | $75,225 |
| Anderson Erickson Dairy: admin expenses ÷ assets | 0.28% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $9.4M at the end of plan year 2021 to $7.8M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 288 | $7.8M | — | — | 0.28% | Not published | 5500-SF ↗ |
| 2024 | 268 | $8.2M | — | — | 0.24% | Not published | 5500-SF ↗ |
| 2023 | 109 | $8.1M | — | — | 0.22% | Not published | 5500-SF ↗ |
| 2022 | 284 | $7.7M | — | — | 0.21% | Not published | Form 5500 ↗ |
| 2021 | 285 | $9.4M | — | — | 0.23% | Not published | Form 5500 ↗ |
Other Anderson Erickson Dairy plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Anderson-Erickson Dairy Co. Profit Sharing and 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Uhy LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Common questions
Does Anderson Erickson Dairy match 401(k) contributions?
The match terms for the A-E Employees 401(k) Retirement Plan have not been published from its filing yet.
When is the Anderson Erickson Dairy 401(k) match vested?
The vesting schedule for the A-E Employees 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Anderson Erickson Dairy 401(k)?
The filing names Anderson Erickson Dairy Co. as plan administrator; it does not list a recordkeeper.
I left Anderson Erickson Dairy. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Anderson Erickson Dairy Co., (515) 263-6367). The Anderson Erickson Dairy old 401(k) page lists the contacts from every plan filing. Find an old Anderson Erickson Dairy 401(k)
Data from the public Form 5500 annual reports Anderson Erickson Dairy filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Anderson Erickson Dairy. Not financial advice. Report a correction · Methodology