Jennifer Defreeuw signed United Dairy Industry Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
United Dairy Industry Association's EIN is 36-2702849.
Download the official 2024 Form 5500 (PDF) for United Dairy Industry Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)United Dairy Industry Association's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $165K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RET BLEND 2035 T. ROWE PRICE TRUST COMPANY · EIN 38-7271345 / PN 739 | Common Collective Trust | — | $15.1M | $16.9M | 10.0% | |
| Fidelity® 500 Index Institutional Prem Fidelity® 500 Index Institutional Pre | Common Collective Trusts | — | $13.5M | $16.3M | 9.6% | |
| T. ROWE PRICE RET BLEND 2030 T. ROWE PRICE TRUST COMPANY · EIN 38-7271344 / PN 738 | Common Collective Trust | — | $13.7M | $15.1M | 8.9% | |
| T. ROWE PRICE RET BLEND 2045 T. ROWE PRICE TRUST COMPANY · EIN 38-7271347 / PN 741 | Common Collective Trust | — | $12.7M | $14.5M | 8.5% | |
| T ROWE PRICE LARGE CAP GROWTH T.ROWE PRICE LARGE CAP GROWTH TRUST · EIN 87-2326243 / PN 001 | Common Collective Trust | — | $13.3M | $13.3M | 7.8% | |
| T. ROWE PRICE RET BLEND 2040 T. ROWE PRICE TRUST COMPANY · EIN 38-7271346 / PN 740 | Common Collective Trust | — | $11.3M | $12.8M | 7.5% | |
| T. ROWE PRICE RET BLEND 2050 T. ROWE PRICE TRUST COMPANY · EIN 38-7271348 / PN 742 | Common Collective Trust | — | $9.7M | $10.9M | 6.4% | |
| T. ROWE PRICE RET BLEND 2025 T. ROWE PRICE TRUST COMPANY · EIN 38-7271343 / PN 737 | Common Collective Trust | — | $9.8M | $10.7M | 6.3% | |
| T. ROWE PRICE RET BLEND 2020 T. ROWE PRICE TRUST COMPANY · EIN 38-7271342 / PN 736 | Common Collective Trust | — | $7.6M | $8.3M | 4.9% | |
| INVESCO STABLE VALUE TRUST INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | $8.2M | $8.2M | 4.8% | |
| Fidelity® Extended Market Index InstlPrm Fidelity® Extended Market Index Instl 4,936,681.91 | Mutual Funds | — | $4.9M | $5.7M | 3.3% | |
| T. ROWE PRICE RET BLEND 2055 T. ROWE PRICE TRUST COMPANY · EIN 38-7271349 / PN 743 | Common Collective Trust | — | $4.7M | $5.3M | 3.2% | |
| PRIMECAP Odyssey Aggressive Growth PRIMECAP Odyssey Aggressive Growth4,354,377.73 | Mutual Funds | — | $4.4M | $4.4M | 2.6% | |
| DFA US Targeted Value I DFA US Targeted Value I | Mutual Funds | — | $3.6M | $3.8M | 2.3% | |
| DFA US Large Cap Value I DFA US Large Cap Value I | Mutual Funds | — | $3.3M | $3.6M | 2.1% | |
| Dodge & Cox Income Fund X Dodge & Cox Income Fund X | Mutual Funds | — | $3.3M | $3.2M | 1.9% | |
| Fidelity® US Bond Index Instl Prem Fidelity® US Bond Index Instl Prem | Mutual Funds | — | $2.9M | $2.9M | 1.7% | |
| Fidelity® Total Intl Index Instl Premium Fidelity® Total Intl Index Instl Prem | Mutual Funds | — | $2.7M | $2.7M | 1.6% | |
| T. ROWE PRICE RET BLEND 2060 T. ROWE PRICE TRUST COMPANY · EIN 38-7271350 / PN 744 | Common Collective Trust | — | $2.3M | $2.6M | 1.5% | |
| Value of Interest in Registered Investment Companies American Funds Europacific Growth R6 American Funds Europacific Growth R61,870,159.39 | Mutual Funds | — | $61.9M | $1.8M | 1.1% | |
| DFA Emerging Markets Core Equity 2 DFA Emerging Markets Core Equity 2 1,516,787.90 | Mutual Funds | — | $1.5M | $1.6M | 0.9% | |
| T. ROWE PRICE RET BLEND 2010 T. ROWE PRICE TRUST COMPANY · EIN 38-7264570 / PN 734 | Common Collective Trust | — | $1.2M | $1.3M | 0.7% | |
| T. ROWE PRICE RET BLEND 2005 T. ROWE PRICE TRUST COMPANY · EIN 38-7264569 / PN 733 | Common Collective Trust | — | $788K | $853K | 0.5% | |
| T. ROWE PRICE RET BLEND 2015 T. ROWE PRICE TRUST COMPANY · EIN 38-7271341 / PN 735 | Common Collective Trust | — | $757K | $821K | 0.5% | |
| VALUE Participant Loans Master Participant Loan Master Participant Loan | Participant loans | — | $772K | $772K | 0.5% | |
| T. ROWE PRICE RET BLEND 2065 T. ROWE PRICE TRUST COMPANY · EIN 38-7271351 / PN 745 | Common Collective Trust | — | $490K | $543K | 0.3% | |
| Principal Diversifed Real Asset Fund I Principal Diversifed Real Asset Fund | Other securities | — | $307K | $308K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
