United Dairymen of Arizona 401(k) match, vesting and fees
What United Dairymen of Arizona'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.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Herbein & Company Inc. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Plan history
Plan assets were $36.5M at the end of plan year 2022.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2022 | 381 | $36.5M | $2M | $5,192 | 0.31% | Not published | Form 5500 ↗ |
Other United Dairymen of Arizona plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Uda 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 | Herbein & Company Inc (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does United Dairymen of Arizona match 401(k) contributions?
The match terms for the Uda 401(k) Plan have not been published from its filing yet. The plan year 2022 filing reports $2M in employer contributions, about $5,192 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the United Dairymen of Arizona 401(k) match vested?
The vesting schedule for the Uda 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the United Dairymen of Arizona 401(k)?
The recordkeeper listed on Schedule C of the plan year 2022 filing is Principal Life Insurance Company. The plan administrator is Uda 401(k) Administrative Committee.
I left United Dairymen of Arizona. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Uda 401(k) Administrative Committee, (480) 996-7211) or the recordkeeper, Principal Life Insurance Company. The United Dairymen of Arizona old 401(k) page lists the contacts from every plan filing. Find an old United Dairymen of Arizona 401(k)
Data from the public Form 5500 annual reports United Dairymen of Arizona 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 United Dairymen of Arizona. Not financial advice. Report a correction · Methodology