Plan Snapshot
- Plan Sponsor: The Viking Corporation
- Sponsor EIN: 380679740
- Sponsor Address: 5150 BELTWAY DR SE, CALEDONIA, MI, 49316
- Plan Type: 401(k)
- Total Participants: 194
- Total Assets: $14.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 194 | $14.8M | $459,812 | $459,695 |
| 2023 | 216 | $12.8M | $487,738 | $438,128 |
| 2022 | 218 | $10.6M | $373,517 | $389,503 |
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 |
|---|---|---|---|---|
| MONROE SWEERIS & TROMP PLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MONROE SWEERIS & TROMP PLC — 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 | $7,155 | $1,214 | — | — | — |
| 2023 | $3,662 | $512 | — | — | — |
| 2022 | $3,266 | $312 | — | — | — |