Plan Snapshot
- Plan Sponsor: Standex International Corporation
- Sponsor EIN: 310596149
- Sponsor Address: 23 KEEWAYDIN DR, SALEM, NH, 03079
- Plan Type: 401(k)
- Total Participants: 914
- Total Assets: $109.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 914 | $109.9M | $2.2M | $4.1M |
| 2023 | 441 | $105.8M | $2.1M | $3.9M |
| 2022 | 478 | $87.7M | $2.2M | $3.8M |
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 |
|---|---|---|---|---|
| CARON & BLETZER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER — 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 | $35,583 | $34,669 | — | — | — |
| 2023 | $71,168 | $24,733 | $1,500 | $16,800 | — |
| 2022 | $22,161 | $18,602 | — | — | — |