Employers › Gardner Denver
Recordkeeping fees per participant · Ingersoll Rand Retirement Savings Plan · plan year 2024
$36.45
Higher than 55% of the 790 plans over $1B that report it.
= $277,077 / 7,602
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015132923NAL0002488051001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015132923NAL0002488051001, received 2025-10-15
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-15.
Administrative expenses excluding investment management, per participant
$56.61
Higher than 67% of the 1,045 plans over $1B that report it.
= $430,366 / 7,602
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015132923NAL0002488051001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015132923NAL0002488051001, received 2025-10-15
Administrative expenses per participant
$79.43
Higher than 58% of the 1,076 plans over $1B that report it.
= $603,861 / 7,602
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015132923NAL0002488051001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015132923NAL0002488051001, received 2025-10-15
Administrative expenses as a share of assets
0.043%
Higher than 46% of the 1,076 plans over $1B that report it.
= $603,861 / $1,398,076,373
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015132923NAL0002488051001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015132923NAL0002488051001, received 2025-10-15
Employer contributions per participant
$3,824
Higher than 51% of the 1,135 plans over $1B that report it.
= $29,067,673 / 7,602
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015132923NAL0002488051001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015132923NAL0002488051001, received 2025-10-15
Employer share of total contributions
35.5%
Higher than 59% of the 1,135 plans over $1B that report it.
= $29,067,673 / $81,908,244
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015132923NAL0002488051001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015132923NAL0002488051001, received 2025-10-15
99.0% of this plan's assets are held in a master trust. Costs reported at the trust level and allocated by the plan's share: administrative expenses $0 ($79.43 per participant including the plan's own Schedule H). Benchmarks and percentiles use the plan's own Schedule H only.
Plan terms are described in Gardner Denver Inc's SEC filings: Form 10-K filed 2013-02-27. No term could be quoted from them with the required precision.
2E profit-sharing · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015132923NAL0002488051001, received 2025-10-15
| Field | Value | Source |
|---|---|---|
| Plan sponsor | INDUSTRIAL TECHNOLOGIES AND SERVICES, LLC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015132923NAL0002488051001, received 2025-10-15 |
| Plan name | INGERSOLL RAND RETIREMENT SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015132923NAL0002488051001, received 2025-10-15 |
| Sponsor EIN / plan number | 76-0419383 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015132923NAL0002488051001, received 2025-10-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015132923NAL0002488051001, received 2025-10-15 |
| Sponsor location | DAVIDSON, NC | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015132923NAL0002488051001, received 2025-10-15 |
| Industry (business code) | 333200, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015132923NAL0002488051001, received 2025-10-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015132923NAL0002488051001, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015132923NAL0002488051001, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015132923NAL0002488051001, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015132923NAL0002488051001, received 2025-10-15 |
| Participants, beginning of year | 7,749 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015132923NAL0002488051001, received 2025-10-15 |
| Active participants | 5,294 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015132923NAL0002488051001, received 2025-10-15 |
| Participants, end of year | 7,780 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015132923NAL0002488051001, received 2025-10-15 |
| Participants with an account balance | 7,602 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015132923NAL0002488051001, received 2025-10-15 |
| Total assets, beginning of year | $1,279,773,371 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015132923NAL0002488051001, received 2025-10-15 |
| Total assets, end of year | $1,398,076,373 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015132923NAL0002488051001, received 2025-10-15 |
| Net assets, end of year | $1,398,076,373 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015132923NAL0002488051001, received 2025-10-15 |
| Total income | $292,874,310 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015132923NAL0002488051001, received 2025-10-15 |
| Net income | $99,512,208 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015132923NAL0002488051001, received 2025-10-15 |
| Employer contributions | $29,067,673 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015132923NAL0002488051001, received 2025-10-15 |
| Participant contributions | $44,512,795 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015132923NAL0002488051001, received 2025-10-15 |
| Other contributions (incl. rollovers) | $8,327,776 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251015132923NAL0002488051001, received 2025-10-15 |
| Total contributions | $81,908,244 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015132923NAL0002488051001, received 2025-10-15 |
| Benefit payments | $192,714,004 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015132923NAL0002488051001, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $193,362,102 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015132923NAL0002488051001, received 2025-10-15 |
| Total administrative expenses | $603,861 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015132923NAL0002488051001, received 2025-10-15 |
| Contract administrator fees | $3,000 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251015132923NAL0002488051001, received 2025-10-15 |
| Recordkeeping fees | $277,077 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015132923NAL0002488051001, received 2025-10-15 |
| IQPA audit fees | $46,550 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251015132923NAL0002488051001, received 2025-10-15 |
| Investment advisory and management fees | $173,495 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251015132923NAL0002488051001, received 2025-10-15 |
| Administrative expenses excluding investment management | $430,366 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015132923NAL0002488051001, received 2025-10-15 |
| Held in master trusts | $1,384,178,373 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251015132923NAL0002488051001, received 2025-10-15 |
| Held in common/collective trusts | $0 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251015132923NAL0002488051001, received 2025-10-15 |
| Held in mutual funds | $0 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251015132923NAL0002488051001, received 2025-10-15 |
| Independent auditor | RUBINBROWN LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015132923NAL0002488051001, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015132923NAL0002488051001, received 2025-10-15.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $285,160 | no |
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $173,495 | no |
| BUCK GLOBAL LLC | CONSULTANT | 16 Consulting (general) | $87,465 | no |
| RUBIN BROWN LLP | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $46,550 | no |
| FOLEY & LARDNER LLP | ATTORNEY/LEGAL | 29 Legal | $16,274 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251015132923NAL0002488051001, received 2025-10-15.
GARDNER DENVER, INC. MASTER TRUST (EIN 760419383, PN 010): plan interest $1,384,178,373, 100.0% of the trust. The trust's own filing (20251015132348NAL0002479443001, received 2025-10-15) reports net assets $1,383,116,697, administrative expenses $0, recordkeeping fees $0, investment management fees $0 and 1 Schedule C providers.
| Provider (trust level) | Service codes | Paid by the trust | Allocated to this plan |
|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | 60 | $0 | $0 |
Schedule D Part I of the plan's filing; the trust's Schedule H and Schedule C. Allocation = the plan's interest divided by the trust's net assets.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $1,279,773,371 | $1,398,076,373 | 9.2% |
| Participants with a balance | 7,571 | 7,602 | 0.4% |
| Administrative expenses | $683,873 | $603,861 | -11.7% |
| Recordkeeping fees per participant | $41.95 | $36.45 | -13.1% |
| Employer contributions | $26,256,346 | $29,067,673 | 10.7% |
Prior filing 20241014164048NAL0026736513001, received 2024-10-14; the plan years are contiguous.
Sponsor name as filed: INDUSTRIAL TECHNOLOGIES AND SERVICES, LLC; SEC registrant: GARDNER DENVER INC (CIK 916459, matched by EIN).