Plan Snapshot
- Plan Sponsor: Viking Group, INC.
- Sponsor EIN: 383601777
- Sponsor Address: 5150 BELTWAY DR. SE, CALEDONIA, MI, 49316
- Plan Type: 401(k)
- Total Participants: 998
- Total Assets: $131.9M
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 | 998 | $131.9M | $6.2M | $4.3M |
| 2023 | 913 | $111.4M | $5.7M | $4.1M |
| 2022 | 823 | $87.2M | $4.9M | $3.9M |
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 | $78,995 | $41,624 | — | — | — |
| 2023 | $45,080 | $32,592 | — | — | — |
| 2022 | $32,374 | $22,031 | — | — | — |