The Standex Retirement Savings Plan — Form 5500 plan (Standex International Corporation)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, The Standex Retirement Savings Plan is a benefit plan reported by Standex International Corporation under EIN 31-0596149 and plan number 050. The latest loaded filing year is 2023. The filing reports 899 participants and $105,834,725 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Standex International Corporation
- EIN
- 31-0596149
- Plan number
- 050
- Plan type
- 2
- Location
- Salem, NH
- Latest filing year
- 2023
- Participants
- 899
- End-of-year plan assets
- $105,834,725
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 899 | H, C | 20240923154732NAL0023897042001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $105,834,725
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $105,834,725
- Net assets (BOY)
- $87,741,619
Income & contributions
- Employer contributions
- $2,132,147
- Participant contributions
- $3,860,595
- Total contributions
- $7,205,449
- Total income / additions
- $27,935,977
Expenses & distributions
- Benefits paid
- $9,857,617
- Administrative expenses
- $71,168
- Total expenses
- $9,940,629
- Net increase / (decrease)
- $17,995,348
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $24,733 | not reported in the loaded dataset | 2023 |
| Caron & Bletzer | ACCOUTANT/AUDITOR | $16,800 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | INVESTMENT ADVISOR | $15,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $9,109 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Standex International Corporation
- 2023 Form 5500 filing
- Form 5500 filings in NH
- 401(k) and benefit plan filings in Salem, NH
- Strategic Advisors, Inc. — Schedule C compensation
- Caron & Bletzer — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation