Plan Ledger DOL Form 5500 · updated monthly

Idex Corporation401(k)

IDEX CORPORATION SAVINGS PLAN · NORTHBROOK, IL · plan year 2024

Reported admin expense ratio · 2024
0.07%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Idex Corporation reported $679,628 in plan administrative expenses for 2024: 0.07% of average plan assets, above the peer median. Employer contributions averaged $6,744 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.068% to 0.074%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other manufacturing employers. By assets it is the 99th-largest of 3,702 plans among Illinois employers on file, and the 348th of 13,661 in manufacturing. In 2024, employees put in $1.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$962,220,199
Participants with balances5,814
Active participants4,213
Employer contributions$28,412,066
Employee contributions$34,063,593
Employer contribution per active participant$6,744
Average account balance$165,501
Benefits paid to participants$97,348,427
Plan auditUnmodified (clean) audit opinion
AuditorFGMK, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$962.2M · 5,814 accts · $28.4M emplr
2023$873.2M · 5,981 accts · $28.3M emplr
2022$737.2M · 5,923 accts · $16.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$283,269
Investment management$358,464
Total administrative$679,628
The Idex Corporation 401(k) match · 2024
Employer contribution per active participant$6,744
Median for plans this size$4,294
2024$6,744 per active participant
2023$6,619 per active participant
2022$3,668 per active participant

Idex Corporation's 2024 employer contribution ran above the $4,294 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
VANGUARD GROUP INC. · Recordkeeping · Consulting$345,115
VANGUARD ADVISERS INC. · Investment advisory (participants)$363,294

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$679,628 · 0.07%
2023$607,955 · 0.08%
2022$548,078 · 0.07%
Same employer
Similar plansManufacturing · Illinois
Usg Corporation IL$1.0B · 0.06%
Lsc Communications, LLC IL$968.2M · 0.15%
McCain Foods USA, Inc. IL$724.1M · 0.08%
Cf Industries Holdings, Inc. IL$695.7M · 0.02%
Panduit Corp. IL$692.2M · 0.01%
Ingredion Incorporated IL$650.9M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363555336 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.