Retirement plan

VIKING PUMP, INC. SAVINGS PLAN FOR MACHINIST LOCAL 1728

Name: VIKING PUMP, INC., A UNIT OF IDEX CORPORATION - VIKING PUMP, INC. SAVINGS PLAN FOR MACHINIST LOCAL 1728 (2021) Form 5500
Creator: VIKING PUMP, INC., A UNIT OF IDEX CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VIKING PUMP, INC. SAVINGS PLAN FOR MACHINIST LOCAL 1728, VIKING PUMP, INC., A UNIT OF IDEX CORPORATION

VIKING PUMP, INC., A UNIT OF IDEX CORPORATIONEIN 13-3372066Plan #050PY 2021

3100 SANDERS ROAD, SUITE 301 - NORTHBROOK, IL 60062847-498-7070LinkedIn51-200 employeesmachinery

Other plans on this EIN

1 filing

#049Retirement-$3.7M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$14M

-1.0% from 2020

Total participants

104

-5.5% from 2020

Average account balance

$137,434

+2.8% from 2020

Annual return

15.98%

+4.37 pp from 2020

Benchmarks

See 14,566 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,566 peers

Snapshot2021

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$14.38M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$153K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

128.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$380K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.67%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$2549

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 1 by compensation

Provider	Service type	Compensation
THE VANGUARD GROUP, INC.6 years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930	Recordkeeping	$11,531

Plan features & details

Pension benefit codes2E2F2G2J3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$12K

$150 / participant

Investment mgmt$4K33.3%
Contract admin$6K55.8%
Other / not subdivided$1K10.9%

% of EOY assets

0.082%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: FGMK, LLC
Auditor EIN: 362929601
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$137,434

$86,288+59.3%

$111,306+23.5%

$85,851+60.1%

Participation rate

97.4%

73.3%+24.1pp

77.3%+20.1pp

69.3%+28.1pp

Annual return

15.98%

19.99%-4.0pp

54.67%-38.7pp

318.63%-302.7pp

Employer contribution / active EE

$2,044-100.0%

$2,732-100.0%

$2,565-100.0%

Participant deferral / active EE

$4,566

$3,641+25.4%

$4,488+1.7%

$3,952+15.5%

Admin fee / account holder

$113

$8,189-98.6%

$7,966-98.6%

$6,261-98.2%

Provider

Service type

Compensation

THE VANGUARD GROUP, INC.6 years

Filed as: VANGUARD GROUP INC.

Service code 15 · EIN 23-1945930

Recordkeeping

$11,531

VIKING PUMP, INC. SAVINGS PLAN FOR MACHINIST LOCAL 1728

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VIKING PUMP, INC. SAVINGS PLAN FOR MACHINIST LOCAL 1728

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion