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Original filing (PDF)20250930124715NAL0013211440001
IDEX CORPORATION
Form 5500
FILING_RECEIVED
IDEX CORPORATION SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
4,213
Accounts w/ balance
5,814
Plan assets (EOY)
$962.2M
Net assets (EOY)
$962.2M
How this plan invests
This plan
30 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 7 bps in Schedule C fees — modestly above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IDEX CORPORATION.
Plan sponsor
Name
IDEX CORPORATION
EIN
36-3555336
Address
3100 SANDERS ROAD · SUITE 301 · NORTHBROOK, IL · 60062
Phone
(847) 498-7070
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
045
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FGMK, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $363K | — |
| VANGUARD GROUP INC. | 23-1945930 | — | NONE | $345K | — |
Investments
9 direct securities · 30 pooled funds· $642.3M(67% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$616.1M
30 holdings
Uncategorized
$26.1M
9 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET RTMT 2030 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $77.4M | 8.0% | |
| VANGUARD TARGET RTMT 2035 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $76.6M | 8.0% | |
| VANGUARD TARGET RTMT 2025 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $73.0M | 7.6% | |
| JPMCB LG CP GR FD CF2 C1 JP MORGAN CHASE · EIN 36-3555336 / PN 001 | Common Collective Trust | — | — | $62.1M | 6.5% | |
| VANGUARD TARGET RTMT 2040 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $60.0M | 6.2% | |
| VANGUARD TARGET RTMT 2045 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $59.0M | 6.1% | |
| VANGUARD TARGET RTMT 2050 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $50.3M | 5.2% | |
| VANGUARD TARGET RTMT 2055 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | 348,169.972 | $25.6M | $31.8M | 3.3% | |
| SSGLOBAL ALLCAPEQ EXUS II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $25.6M | 2.7% | |
| VANGUARD RTMT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-2186884 / PN 024 | Common Collective Trust | — | — | $24.0M | 2.5% | |
| VANGUARD TARGET RTMT 2020 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $23.6M | 2.5% | |
| PRUDENTIAL CORE PL BOND PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $17.9M | 1.9% | |
| VANGUARD TARGET RTMT 2060 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | $13.3M | $17.6M | 1.8% | |
| WORLD DEVELOPED EX US INDEX SL SF C | — | — | — | $15.5M | 1.6% | |
| VANGUARD TARGET RTMT INCOME TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $10.8M | 1.1% | |
| DAILY MSCI EMG MKTS INDX SL FUND Z | — | — | — | $6.5M | 0.7% | |
| VANGUARD TARGET RTMT 2065 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $5.7M | 0.6% | |
| GLOBAL SMALL CAP EQUITY EX-US SL SF | — | — | — | $3.6M | 0.4% | |
| SS REAL ASSET FUND C STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $571K | <0.1% | |
| VANGUARD TARGET RTMT 2070 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $204K | <0.1% | |
| S&P GLOBAL LARGEMIDCAP NATURAL RESO | — | — | — | $143K | <0.1% | |
| BLOOMBERG ROLL SELECT COMMODITY IND | — | — | — | $143K | <0.1% | |
| 1-10 YEAR U.S. TIPS INDEX NL SF CL | — | — | — | $114K | <0.1% | |
| S&P GLOBAL INFRASTRUCTURE INDEX NL | — | — | — | $114K | <0.1% | |
| REIT INDX NL SF CL A CMX2 | — | — | — | $57K | <0.1% | |
| [DFE: RELIANCE TRUST COMPANY STABLE VALUE FUND COLLECTIVE INVESTMENT TRUST, SERIES 25053 (extraction pending)] | — | — | — | $13K | <0.1% | |
| GAC SERIES 25053L CLASS 0 METLIFE · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $13K | <0.1% | |
| VANGUARD TARGET RETIRE INC TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RTMT 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RTMT 2060 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RTMT 2055 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RTMT 2050 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RTMT 2045 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RTMT 2040 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RTMT 2035 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RTMT 2030 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RTMT 2025 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RTMT 2020 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| VANGUARD TARGET RTMT 2070 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083984 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |