Plan Snapshot
- Plan Sponsor: Idex Corporation
- Sponsor EIN: 363555336
- Sponsor Address: 3100 SANDERS ROAD, NORTHBROOK, IL, 60062
- Plan Type: 401(k)
- Total Participants: 4,213
- Total Assets: $962.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4,213 | $962.2M | $28.4M | $34.1M |
| 2023 | 4,277 | $873.2M | $28.3M | $34.6M |
| 2022 | 4,521 | $737.2M | $16.6M | $32.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FGMK, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FGMK, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $679,628 | $358,464 | $283,269 | — | — |
| 2023 | $607,955 | $278,480 | $293,174 | — | — |
| 2022 | $548,078 | $265,895 | $228,768 | — | — |