# Idex Corporation 401(k) Plan
Source: https://planprovider.pro/companies/idex-corporation-401k-plan

> Idex Corporation's 401(k) plan: 4,213 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| VANGUARD ADVISERS INC.|NONE|$363,294|—|$363,294|

| VANGUARD GROUP INC.|NONE|$345,115|—|$345,115|

| FGMK, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [VANGUARD ADVISERS INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [FGMK, LLC](https://planprovider.pro/provider/fgmk-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $708,409

- **Estimated Expense Ratio:** 0.074% of plan assets

### 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|—|—|

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