Milk & Ice Cream Industry Dairy Employees retirement plan: assets, participants and fees
What Milk & Ice Cream Industry Dairy Employees' retirement plan 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.
| Recordkeeper | Pattie Luken | Schedule C ↗ |
| Independent auditor | Blue & Co., LLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 650 pension plans in manufacturing with 100 to 499 participants.
| Milk & Ice Cream Industry Dairy Employees: employer contribution per participant | $1,813 | |
| Peer median | $1,262 |
| Milk & Ice Cream Industry Dairy Employees: average balance | $460 | |
| Peer median | $56,718 |
| Milk & Ice Cream Industry Dairy Employees: admin expenses ÷ assets | 89.49% | |
| Peer median | 0.79% |
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 $59K at the end of plan year 2021 to $95K at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 206 | $95K | $374K | $1,813 | 89.49% | Not published | Form 5500 ↗ |
| 2023 | 215 | $76K | $344K | $1,602 | 75.79% | Not published | Form 5500 ↗ |
| 2022 | 225 | $93K | $415K | $1,844 | 92.70% | Not published | Form 5500 ↗ |
| 2021 | 247 | $59K | $400K | $1,618 | 111.39% | Not published | Form 5500 ↗ |
Common questions
Does Milk & Ice Cream Industry Dairy Employees match 401(k) contributions?
The match terms for the Milk & Ice Cream Industry Dairy Employees Union Pen. Pln. have not been published from its filing yet. The plan year 2024 filing reports $374K in employer contributions, about $1,813 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Milk & Ice Cream Industry Dairy Employees 401(k) match vested?
The vesting schedule for the Milk & Ice Cream Industry Dairy Employees Union Pen. Pln. is not in the data published so far. Your Summary Plan Description states it.
Who manages the Milk & Ice Cream Industry Dairy Employees 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Pattie Luken. The plan administrator is Milk & Ice Cream Industry Dairy Employees.
I left Milk & Ice Cream Industry Dairy Employees. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Milk & Ice Cream Industry Dairy Employees, (513) 541-2480) or the recordkeeper, Pattie Luken. The Milk & Ice Cream Industry Dairy Employees old 401(k) page lists the contacts from every plan filing. Find an old Milk & Ice Cream Industry Dairy Employees 401(k)
Data from the public Form 5500 annual reports Milk & Ice Cream Industry Dairy Employees filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Milk & Ice Cream Industry Dairy Employees. Not financial advice. Report a correction · Methodology