# The Viking Corporation 401(k) Plan
Source: https://planprovider.pro/companies/the-viking-corporation-401k-plan

> The Viking Corporation&#39;s 401(k) plan: 194 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$5,941|—|$5,941|

| MONROE SWEERIS & TROMP PLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MONROE SWEERIS & TROMP PLC](https://planprovider.pro/provider/monroe-sweeris-and-tromp-plc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $5,941

- **Estimated Expense Ratio:** 0.040% 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|$7,155|$1,214|—|—|—|

| 2023|$3,662|$512|—|—|—|

| 2022|$3,266|$312|—|—|—|

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