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Original filing (PDF)20250703141925NAL0000404291002
VIKING CLOUD, INC.
Form 5500
FILING_RECEIVED
VIKING CLOUD 401(K) PLAN
401(k) retirement plan
Active participants
266
Accounts w/ balance
297
Plan assets (EOY)
$20.3M
Net assets (EOY)
$20.3M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Participation health
100
Knocking points off
- 43 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VIKING CLOUD, INC..
Plan sponsor
Name
VIKING CLOUD, INC.
EIN
81-1735115
Address
70 W MADISON STREET · SUITE 400 · CHICAGO, IL · 60602
Phone
(872) 228-7177
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KIMBERLIN COMPANY, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | RECORDKEEPER | $37K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | INVESTMENT ADVISOR | $42K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUNNEX AND SHOEMAKER, INC. | 91-1072394 | — | TPA | $9K | — |
Investments
25 direct securities · 1 pooled fund· $19.7M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$19.6M
25 holdings
Common Collective Trust
$96K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 18 Reliance Trust Company Vanguard Target Retirement 2035 Fund | — | — | — | $3.0M | 14.8% | |
| 6 Reliance Trust Company Fidelity 500 Index Fund | — | — | — | $2.8M | 13.9% | |
| 20 Reliance Trust Company Vanguard Target Retirement 2045 Fund | — | — | — | $2.4M | 11.8% | |
| 21 Reliance Trust Company Vanguard Target Retirement 2050 Fund | — | — | — | $2.2M | 10.7% | |
| 19 Reliance Trust Company Vanguard Target Retirement 2040 Fund | — | — | — | $1.6M | 7.8% | |
| 17 Reliance Trust Company Vanguard Target Retirement 2030 Fund | — | — | — | $1.4M | 7.1% | |
| 22 Reliance Trust Company Vanguard Target Retirement 2055 Fund | — | — | — | $1.1M | 5.5% | |
| 16 Reliance Trust Company Vanguard Target Retirement 2025 Fund | — | — | — | $936K | 4.6% | |
| 3 Reliance Trust Company AB Large Cap Growth Fund | — | — | — | $495K | 2.4% | |
| 23 Reliance Trust Company Vanguard Target Retirement 2060 Fund | — | — | — | $476K | 2.3% | |
| 26 Reliance Trust Company John Hancock Bond Fund | — | — | — | $388K | 1.9% | |
| 15 Reliance Trust Company Vanguard Target Retirement 2020 Fund | — | — | — | $374K | 1.8% | |
| 1 * Standard Insurance Company Standard Stable Asset Fund A | — | — | — | $356K | 1.8% | |
| 8 Reliance Trust Company Fidelity Mid Cap Index Fund | — | — | — | $352K | 1.7% | |
| 7 Reliance Trust Company Fidelity Small Cap Index Fund | — | — | — | $296K | 1.5% | |
| 27 Reliance Trust Company Pimco Income Fund | — | — | — | $278K | 1.4% | |
| 14 Reliance Trust Company Putnam Large Cap Value Fund | — | — | — | $208K | 1.0% | |
| 10 Reliance Trust Company MFS International Diversification Fund | — | — | — | $196K | 1.0% | |
| 25 Reliance Trust Company Fidelity U.S. Bond Index Fund | — | — | — | $191K | 0.9% | |
| 5 Reliance Trust Company Fidelity International Index Fund | — | — | — | $145K | 0.7% | |
| 12 Reliance Trust Company American Funds New World Fund | — | — | — | $107K | 0.5% | |
| 9 Reliance Trust Company John Hancock Disciplined Value Mid Cap Fund | — | — | — | $101K | 0.5% | |
| METLIFE STABLE VALUE MANGED GIC RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 000 | Common Collective Trust | — | — | $96K | 0.5% | |
| 11 Reliance Trust Company MFS Mid Cap Growth Fund | — | — | — | $52K | 0.3% | |
| 13 Reliance Trust Company Principal SmallCap Growth Fund | — | — | — | $13K | <0.1% | |
| 4 Reliance Trust Company Columbia Small Cap Value Fund | — | — | — | $10K | <0.1% |