Plan Ledger DOL Form 5500 · updated monthly

Viking Pump, Inc., a Unit of Idex Corporation401(k)

VIKING PUMP, INC. SAVINGS PLAN FOR MACHINIST LOCAL 1728 · NORTHBROOK, IL · plan year 2023

Reported admin expense ratio · 2023
0.08%

Viking Pump, Inc., a Unit of Idex Corporation reported $9,055 in plan administrative expenses for 2023: 0.08% of average plan assets, lower than ~75% of peers. 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 has held roughly steady near 0.076%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Illinois (2,160th of 3,702), and 7,836th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$12,626,839
Participants with balances96
Active participants74
Employer contributions—
Employee contributions$353,944
Employer contribution per active participant—
Average account balance$131,530
Benefits paid to participants$683,658
Plan auditUnmodified (clean) audit opinion
AuditorFGMK, LLC
Plan history2
Yearassets · accounts · employer contribution
2023$12.6M · 96 accts
2022$11.2M · 100 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$5,006
Investment management$3,499
Total administrative$9,055
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
VANGUARD GROUP INC. · Recordkeeping · Investment advisory (participants)$5,836

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

Administrative cost history2
2023$9,055 · 0.08%
2022$9,492 · 0.08%
Same employer
Similar plansManufacturing · Illinois
Accord Carton LLC IL$13.1M · 0.04%
Lyon, LLC IL$13.0M · 0.59%
Nu-Way Industries, Inc. IL$13.0M · 0.56%
Arxium, Inc. IL$13.0M · 0.27%
Litania Sports Group, Inc. IL$12.6M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133372066 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.