Plan Ledger DOL Form 5500 · updated monthly

Viking Global Investors LP401(k)

VIKING GLOBAL INVESTORS LP 401(K) PLAN · STAMFORD, CT · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Viking Global Investors LP reported $109,746 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $16,073 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 fell from 0.22% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 159th-largest of 1,106 plans among Connecticut employers on file, and the 846th of 4,798 in finance & insurance. In 2024, employees put in $1.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$123,935,589
Participants with balances410
Active participants270
Employer contributions$4,339,655
Employee contributions$5,506,871
Employer contribution per active participant$16,073
Average account balance$302,282
Benefits paid to participants$3,482,028
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$123.9M · 410 accts · $4.3M emplr
2023$98.4M · 390 accts · $3.3M emplr
2022$75.6M · 379 accts · $3.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,955
Investment management$70,791
Total administrative$109,746
The Viking Global Investors LP 401(k) match · 2024
Employer contribution per active participant$16,073
Median for plans this size$3,635
2024$16,073 per active participant
2023$12,113 per active participant
2022$11,865 per active participant

Viking Global Investors LP's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. 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 · 20243
PRICEWATERHOUSECOOPERS · Recordkeeping · Pension consulting$50,000
ADP, INC. · Loan processing · Recordkeeping$38,954
MERRILL LYNCH PIERCE FENNER & SMITH · Recordkeeping · Trustee$20,791

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

Recordkeeper by year2
2024ADP, Bank of America / Merrill, PRICEWATERHOUSECOOPERS
2023ADP, Bank of America / Merrill, PRICE WATER HOUSE COOPERS LLP

This plan has changed recordkeepers within these filings. If you left Viking Global Investors LP before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$109,746 · 0.10%
2023$161,994 · 0.19%
2022$176,741 · 0.22%
Same employer
Similar plansFinance & Insurance · Connecticut
Knights of Columbus CT$156.0M · 0.07%
Liberty Bank CT$126.0M · 0.24%
Starwood Headquarters, L.L.C CT$109.5M · 0.13%
Wilton Re US Holdings, Inc. CT$108.5M · 0.11%
Ll Global, Inc. CT$106.7M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 134055118 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.