Plan Snapshot
- Plan Sponsor: E. J. Victor, INC.
- Sponsor EIN: 581868552
- Sponsor Address: 110 WAMSUTTA MILL ROAD, MORGANTON, NC, 28655
- Plan Type: 401(k)
- Total Participants: 8
- Total Assets: $2.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 8 | $2.6M | $56,249 | $160,378 |
| 2023 | 145 | $3.2M | $77,247 | $194,923 |
| 2022 | 136 | $3.6M | $73,027 | $193,267 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SMITH LEONARD PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SMITH LEONARD PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $9,310 | — | $9,310 | — | — |
| 2023 | $8,619 | — | $8,619 | — | — |
| 2022 | $9,881 | — | $9,881 | — | — |