Employers › MKS
Recordkeeping fees per participant · MKS Instruments, Inc. Profit Sharing & 401(k) Plan · plan year 2024
$22.32
Higher than 19% of the 1,697 plans $250M to 1B that report it.
= $90,978 / 4,076
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251008104801NAL0003206595001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008104801NAL0003206595001, received 2025-10-08
Percentiles compare this plan with the Schedule H plans $250M to 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 2025-10-08.
Administrative expenses excluding investment management, per participant
$33.49
Higher than 18% of the 2,324 plans $250M to 1B that report it.
= $136,485 / 4,076
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251008104801NAL0003206595001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008104801NAL0003206595001, received 2025-10-08
Administrative expenses per participant
$74.46
Higher than 40% of the 2,405 plans $250M to 1B that report it.
= $303,503 / 4,076
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251008104801NAL0003206595001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008104801NAL0003206595001, received 2025-10-08
Administrative expenses as a share of assets
0.036%
Higher than 22% of the 2,407 plans $250M to 1B that report it.
= $303,503 / $839,568,169
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251008104801NAL0003206595001, received 2025-10-08
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251008104801NAL0003206595001, received 2025-10-08
Employer contributions per participant
$2,334
Higher than 34% of the 2,457 plans $250M to 1B that report it.
= $9,512,925 / 4,076
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251008104801NAL0003206595001, received 2025-10-08
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008104801NAL0003206595001, received 2025-10-08
Employer share of total contributions
20.2%
Higher than 16% of the 2,459 plans $250M to 1B that report it.
= $9,512,925 / $47,198,183
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251008104801NAL0003206595001, received 2025-10-08
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251008104801NAL0003206595001, received 2025-10-08
Plan terms are described in MKS Inc.'s SEC filings: Form 10-K filed 2026-02-24. No term could be quoted from them with the required precision.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251008104801NAL0003206595001, received 2025-10-08
| Field | Value | Source |
|---|---|---|
| Plan sponsor | MKS INSTRUMENTS, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251008104801NAL0003206595001, received 2025-10-08 |
| Plan name | MKS INSTRUMENTS, INC. PROFIT SHARING & 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251008104801NAL0003206595001, received 2025-10-08 |
| Sponsor EIN / plan number | 04-2277512 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251008104801NAL0003206595001, received 2025-10-08 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251008104801NAL0003206595001, received 2025-10-08 |
| Sponsor location | ANDOVER, MA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251008104801NAL0003206595001, received 2025-10-08 |
| Industry (business code) | 334500, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251008104801NAL0003206595001, received 2025-10-08 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251008104801NAL0003206595001, received 2025-10-08 |
| Filing received | 2025-10-08 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251008104801NAL0003206595001, received 2025-10-08 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251008104801NAL0003206595001, received 2025-10-08 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251008104801NAL0003206595001, received 2025-10-08 |
| Participants, beginning of year | 4,151 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251008104801NAL0003206595001, received 2025-10-08 |
| Active participants | 2,905 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251008104801NAL0003206595001, received 2025-10-08 |
| Participants, end of year | 4,217 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251008104801NAL0003206595001, received 2025-10-08 |
| Participants with an account balance | 4,076 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251008104801NAL0003206595001, received 2025-10-08 |
| Total assets, beginning of year | $764,918,104 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251008104801NAL0003206595001, received 2025-10-08 |
| Total assets, end of year | $839,568,169 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251008104801NAL0003206595001, received 2025-10-08 |
| Net assets, end of year | $839,568,169 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251008104801NAL0003206595001, received 2025-10-08 |
| Total income | $167,697,763 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251008104801NAL0003206595001, received 2025-10-08 |
| Net income | $74,650,065 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251008104801NAL0003206595001, received 2025-10-08 |
| Employer contributions | $9,512,925 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251008104801NAL0003206595001, received 2025-10-08 |
| Participant contributions | $33,844,235 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251008104801NAL0003206595001, received 2025-10-08 |
| Other contributions (incl. rollovers) | $3,841,023 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251008104801NAL0003206595001, received 2025-10-08 |
| Total contributions | $47,198,183 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251008104801NAL0003206595001, received 2025-10-08 |
| Benefit payments | $92,733,128 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251008104801NAL0003206595001, received 2025-10-08 |
| Total expenses (incl. benefit payments) | $93,047,698 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251008104801NAL0003206595001, received 2025-10-08 |
| Total administrative expenses | $303,503 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251008104801NAL0003206595001, received 2025-10-08 |
| Contract administrator fees | $600 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251008104801NAL0003206595001, received 2025-10-08 |
| Recordkeeping fees | $90,978 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251008104801NAL0003206595001, received 2025-10-08 |
| IQPA audit fees | $44,060 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251008104801NAL0003206595001, received 2025-10-08 |
| Investment advisory and management fees | $167,018 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251008104801NAL0003206595001, received 2025-10-08 |
| Administrative expenses excluding investment management | $136,485 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251008104801NAL0003206595001, received 2025-10-08 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251008104801NAL0003206595001, received 2025-10-08 |
| Held in common/collective trusts | $288,882,681 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251008104801NAL0003206595001, received 2025-10-08 |
| Held in mutual funds | $516,484,520 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251008104801NAL0003206595001, received 2025-10-08 |
| Independent auditor | BDO USA, P.C. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251008104801NAL0003206595001, received 2025-10-08 |
Position = column in the DOL layout for form year 2024. Filing 20251008104801NAL0003206595001, received 2025-10-08.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $102,268 | no |
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees | $91,578 | yes |
| CAPFINANCIAL PARTNERS, LLC. | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $64,750 | no |
| BDO USA, P.C. | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $44,060 | 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 20251008104801NAL0003206595001, received 2025-10-08.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $764,918,104 | $839,568,169 | 9.8% |
| Participants with a balance | 4,070 | 4,076 | 0.1% |
| Administrative expenses | $470,358 | $303,503 | -35.5% |
| Recordkeeping fees per participant | $64.20 | $22.32 | -65.2% |
| Employer contributions | $9,167,498 | $9,512,925 | 3.8% |
Prior filing 20241008105809NAL0009568275001, received 2024-10-08; the plan years are contiguous.
Sponsor name as filed: MKS INSTRUMENTS, INC.; SEC registrant: MKS INC (CIK 1049502, matched by EIN; display name from the Form 10-K cover).