How big is U.S. Dairy Systems, Inc.'s plan?

U.S. Dairy Systems, Inc.'s plan reported $6.2M in assets and 184 participants for 2024.

Original filing (PDF)20250922123237NAL0005235217001

U.S. Dairy Systems, Inc.

Name: U.S. Dairy Systems, Inc. — U.S. Dairy Systems, Inc., Form 5500 (2024)
Creator: U.S. Dairy Systems, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

U.S. Dairy Systems, Inc. 401(k) Plan

401(k) retirement plan · U.S. Dairy Systems, Inc.'s U.S. Dairy Systems, Inc. 401(k) Plan held $6.2M in plan assets for 184 participants in 2024, with The Standard (StanCorp) as recordkeeper.

Signals · 1

Possibly inadequate fidelity bond

Active participants

184

Accounts w/ balance

103

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

Plan identifiers

U.S. Dairy Systems, Inc.'s EIN is 33-0055929.

EIN 33-0055929

Plan number 001

Plan year 2024

ACK ID 20250922123237NAL0005235217001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for U.S. Dairy Systems, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

U.S. Dairy Systems, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

24 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Helping the score

Below-peer total plan cost (85th percentile).
High average account balance (88th percentile).

Plan sponsor

Name

U.S. DAIRY SYSTEMS, INC.

EIN

all filings

Address

P.O. BOX 170 · JEROME, ID · 83338

Phone

(208) 423-1404

Industry

Agriculture, Forestry, Fishing, Hunting

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-11-01

Tax period

2024-12-31

Filed

2025-09-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$4K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
LPL FINANCIAL CORPORATION RPCP	04-3046611	—	NONE	$4K	—

Investments

24 direct securities · 1 pooled fund· $12.0M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$5.9M

1 holding

Mutual Funds

$2.5M

7 holdings

Pooled Separate Accounts

$1.7M

4 holdings

Other securities

$1.4M

7 holdings

Common Collective Trusts

$544K

5 holdings

Bonds / Notes

$57K

1 holding

					% of plan
POOLED SEPERATE ACCOUNTS MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 100	Pooled Separate Account	—	—	$5.9M	95.3%
Invesco Diversified Dividnd R5 Mutual Funds N/A	Mutual Funds	—	—	$1.2M	19.5%
Delaware Ivy Large Cap Growth Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$1.2M	19.1%
ClearBridge Intl G A Mutual Funds N/A	Other securities	—	—	$592K	9.6%
DFA International Value Port Mutual Funds N/A	Mutual Funds	—	—	$570K	9.2%
Vanguard Interm Bond Idx Adm Mutual Funds N/A	Common Collective Trusts	—	—	$464K	7.5%
DFA U.S. Targeted Value Port Mutual Funds N/A	Mutual Funds	—	—	$421K	6.8%
Delaware Ivy Small Cap Growth Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$398K	6.5%
Fidelity Adv Total Bond I Mutual Funds N/A	Mutual Funds	—	—	$268K	4.3%
MN Life Guaranteed Return Acct Guaranteed interest N/A	Other securities	—	—	$235K	3.8%
JPMorgan Global Allocation R6 Mutual Funds N/A	Other securities	—	—	$210K	3.4%
AB Glbl Bond Adv Mutual Funds N/A	Other securities	—	—	$199K	3.2%
Delaware Ivy Mid Cap Growth Y Mutual Funds N/A	Other securities	—	—	$124K	2.0%
Colmb Clbl Tech GR Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$69K	1.1%
Various maturity dates and * Participant loans interest rates of 4.25% to 9.50% $ 0	Bonds / Notes	—	—	$57K	0.9%
Securian AM S&P 500 Index Pooled separate accounts N/A	Pooled Separate Accounts	—	—	$46K	0.7%
BNY Mellon Natural Resources I Mutual Funds N/A	Other securities	—	—	$34K	0.5%
Vanguard Small-Cap Idx Adm Mutual Funds N/A	Common Collective Trusts	—	—	$31K	0.5%
Fidelity Emerging Markets Idx Mutual Funds N/A	Common Collective Trusts	—	—	$29K	0.5%
Vanguard Mid-C Val Idx Adm Mutual Funds N/A	Common Collective Trusts	—	—	$17K	0.3%
Vanguard Target 2035, Inv Mutual Funds N/A	Mutual Funds	—	—	$13K	0.2%
Cohen & Steers RE Securities A Mutual Funds N/A	Other securities	—	—	$4K	<0.1%
Vanguard Sterm Bond Index Adm Mutual Funds N/A	Mutual Funds	—	—	$4K	<0.1%
Vanguard Mid Cap Idx Adm Mutual Funds N/A	Common Collective Trusts	—	—	$2K	<0.1%
Vanguard Target 2045, Inv Mutual Funds N/A	Mutual Funds	—	—	$2K	<0.1%