Employers › Viking Global Investors
Recordkeeping fees per participant · Viking Global Investors LP 401(k) Plan · plan year 2024
$95.01
Higher than 70% of the 5,847 plans $50 to 250M that report it.
= $38,955 / 410
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251003054418NAL0001081025001, received 2025-10-03
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251003054418NAL0001081025001, received 2025-10-03
Percentiles compare this plan with the Schedule H plans $50 to 250M 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 2025-10-03.
Administrative expenses excluding investment management, per participant
$95.01
Higher than 51% of the 8,758 plans $50 to 250M that report it.
= $38,955 / 410
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251003054418NAL0001081025001, received 2025-10-03
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251003054418NAL0001081025001, received 2025-10-03
Administrative expenses per participant
$267.67
Higher than 82% of the 9,042 plans $50 to 250M that report it.
= $109,746 / 410
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251003054418NAL0001081025001, received 2025-10-03
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251003054418NAL0001081025001, received 2025-10-03
Administrative expenses as a share of assets
0.089%
Higher than 33% of the 9,049 plans $50 to 250M that report it.
= $109,746 / $123,935,589
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251003054418NAL0001081025001, received 2025-10-03
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251003054418NAL0001081025001, received 2025-10-03
Employer contributions per participant
$10,585
Higher than 94% of the 9,105 plans $50 to 250M that report it.
= $4,339,655 / 410
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251003054418NAL0001081025001, received 2025-10-03
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251003054418NAL0001081025001, received 2025-10-03
Employer share of total contributions
37.0%
Higher than 71% of the 9,112 plans $50 to 250M that report it.
= $4,339,655 / $11,717,119
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251003054418NAL0001081025001, received 2025-10-03
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251003054418NAL0001081025001, received 2025-10-03
Plan terms are not published in public filings.
2A age/service-weighted · 2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2S pre-approved plan document · 2T default investment (QDIA) · 3B · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251003054418NAL0001081025001, received 2025-10-03
| Field | Value | Source |
|---|---|---|
| Plan sponsor | VIKING GLOBAL INVESTORS LP | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251003054418NAL0001081025001, received 2025-10-03 |
| Plan name | VIKING GLOBAL INVESTORS LP 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251003054418NAL0001081025001, received 2025-10-03 |
| Sponsor EIN / plan number | 13-4055118 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251003054418NAL0001081025001, received 2025-10-03 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251003054418NAL0001081025001, received 2025-10-03 |
| Sponsor location | STAMFORD, CT | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251003054418NAL0001081025001, received 2025-10-03 |
| Industry (business code) | 523900, Finance and insurance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251003054418NAL0001081025001, received 2025-10-03 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251003054418NAL0001081025001, received 2025-10-03 |
| Filing received | 2025-10-03 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251003054418NAL0001081025001, received 2025-10-03 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251003054418NAL0001081025001, received 2025-10-03 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251003054418NAL0001081025001, received 2025-10-03 |
| Participants, beginning of year | 399 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251003054418NAL0001081025001, received 2025-10-03 |
| Active participants | 270 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251003054418NAL0001081025001, received 2025-10-03 |
| Participants, end of year | 410 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251003054418NAL0001081025001, received 2025-10-03 |
| Participants with an account balance | 410 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251003054418NAL0001081025001, received 2025-10-03 |
| Total assets, beginning of year | $98,423,142 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251003054418NAL0001081025001, received 2025-10-03 |
| Total assets, end of year | $123,935,589 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251003054418NAL0001081025001, received 2025-10-03 |
| Net assets, end of year | $123,935,589 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251003054418NAL0001081025001, received 2025-10-03 |
| Total income | $29,109,590 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251003054418NAL0001081025001, received 2025-10-03 |
| Net income | $25,512,447 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251003054418NAL0001081025001, received 2025-10-03 |
| Employer contributions | $4,339,655 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251003054418NAL0001081025001, received 2025-10-03 |
| Participant contributions | $5,506,871 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251003054418NAL0001081025001, received 2025-10-03 |
| Other contributions (incl. rollovers) | $1,870,593 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251003054418NAL0001081025001, received 2025-10-03 |
| Total contributions | $11,717,119 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251003054418NAL0001081025001, received 2025-10-03 |
| Benefit payments | $3,482,028 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251003054418NAL0001081025001, received 2025-10-03 |
| Total expenses (incl. benefit payments) | $3,597,143 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251003054418NAL0001081025001, received 2025-10-03 |
| Total administrative expenses | $109,746 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251003054418NAL0001081025001, received 2025-10-03 |
| Recordkeeping fees | $38,955 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251003054418NAL0001081025001, received 2025-10-03 |
| Investment advisory and management fees | $70,791 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251003054418NAL0001081025001, received 2025-10-03 |
| Administrative expenses excluding investment management | $38,955 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251003054418NAL0001081025001, received 2025-10-03 |
| Held in common/collective trusts | $1,978,629 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251003054418NAL0001081025001, received 2025-10-03 |
| Held in mutual funds | $121,639,964 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251003054418NAL0001081025001, received 2025-10-03 |
| Independent auditor | PRICEWATERHOUSECOOPERS | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251003054418NAL0001081025001, received 2025-10-03 |
Position = column in the DOL layout for form year 2024. Filing 20251003054418NAL0001081025001, received 2025-10-03.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| PRICEWATERHOUSECOOPERSrecordkeeper | ACCOUNTANT | 15 Recordkeeping and information management; 17 Consulting (pension); 50 Direct payment from the plan; 64 Recordkeeping fees; 70 Consulting fees | $50,000 | no |
| ADP, INC.recordkeeper | RECORD KEEPER | 37 Participant loan processing; 50 Direct payment from the plan; 15 Recordkeeping and information management; 64 Recordkeeping fees | $38,954 | yes |
| MERRILL LYNCH PIERCE FENNER & SMITHrecordkeeper | INVESTMENT ADVISOR | 52 Investment management fees paid indirectly by plan; 15 Recordkeeping and information management; 21 Trustee (bank, trust company or similar); 49 Other services; 50 Direct payment from the plan; 64 Recordkeeping fees; 99 Other fees | $20,791 | yes |
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 20251003054418NAL0001081025001, received 2025-10-03.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $98,423,142 | $123,935,589 | 25.9% |
| Participants with a balance | 390 | 410 | 5.1% |
| Administrative expenses | $161,994 | $109,746 | -32.3% |
| Recordkeeping fees per participant | $93.26 | $95.01 | 1.9% |
| Employer contributions | $3,282,580 | $4,339,655 | 32.2% |
Prior filing 20240906082233NAL0001390016001, received 2024-09-06; the plan years are contiguous.
Sponsor name as filed: VIKING GLOBAL INVESTORS LP; SEC registrant: VIKING GLOBAL INVESTORS LP (CIK 1103804, matched by EIN).