Original filing (PDF)20250225100859NAL0010732753001

Challenge Dairy Products, Inc.

Name: Challenge Dairy Products, Inc. — Challenge Dairy, Form 5500 (2023)
Creator: Challenge Dairy Products, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Challenge Dairy Products 401(k) Retirement Plan

401(k) retirement plan · Challenge Dairy Products, Inc.'s Challenge Dairy Products 401(k) Retirement Plan filed a Form 5500 for plan year 2023, with Newport Group as recordkeeper.

Signals · 3

Late filing · 3.3 moLate participant contributionsCorrective distributions issued

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Michael Burdeny signed Challenge Dairy Products, Inc.'s 2023 Form 5500 as plan administrator.

Michael Burdeny — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Challenge Dairy Products, Inc.'s EIN is 95-3081035.

EIN 95-3081035

Plan number 002

Plan year 2023

ACK ID 20250225100859NAL0010732753001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Challenge Dairy Products, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Challenge Dairy Products, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHALLENGE DAIRY PRODUCTS, INC..

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 3.3 months past the 10.5-month grace window.
Delinquent participant contributions reported (Schedule H 4a) — 536K (24% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

CHALLENGE DAIRY PRODUCTS, INC.

EIN

all filings

Address

6701 DONLON WAY · DUBLIN, CA · 94568

Phone

(925) 361-4403

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-02-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP, INC.	27-2037969	—	RECORD-KEEPER	$21K	—

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT TRUST COMPANY	27-4411131	—	TRUSTEE	$13K	—

Investments

1 pooled fund· $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.