Standex International 401(k) match, vesting and fees
What Standex International's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Caron & Bletzer (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,612 defined-contribution plans in manufacturing with 500 to 999 participants.
| Standex International: employer contribution per participant | $510 | |
| Peer median | $2,038 |
| Standex International: average balance | $22,158 | |
| Peer median | $72,907 |
| Standex International: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.20% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $22.1M at the end of plan year 2021 to $21.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,505 | $21.1M | $486K | $510 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 1,001 | $20.4M | $532K | $574 | 0.13% | Not published | Form 5500 ↗ |
| 2022 | 1,045 | $17.4M | $495K | $521 | 0.04% | Not published | Form 5500 ↗ |
| 2021 | 1,004 | $22.1M | $365K | $419 | 0.05% | Not published | Form 5500 ↗ |
Other Standex International plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Standex Retirement Savings Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Caron & Bletzer (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Standex International Corporation Pension Plans
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments | Schedule C ↗ |
| Independent auditor | Caron & Bletzer, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Standex International match 401(k) contributions?
The match terms for the The Hourly 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $486K in employer contributions, about $510 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Standex International 401(k) match vested?
The vesting schedule for the The Hourly 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Standex International 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Standex International Corporation.
I left Standex International. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Standex International Corporation, (603) 893-9701) or the recordkeeper, Fidelity Investments Institutional. The Standex International old 401(k) page lists the contacts from every plan filing. Find an old Standex International 401(k)
Data from the public Form 5500 annual reports Standex International filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Standex International. Not financial advice. Report a correction · Methodology