Plan Snapshot
- Plan Sponsor: Victoria Air Conditioning, Ltd
- Sponsor EIN: 742807223
- Sponsor Address: 200 SOUTH BEN JORDAN, VICTORIA, TX, 77901
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 183
- Total Assets: $19.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 183 | $19.2M | $0 | $0 |
| 2024 | 143 | $17.1M | $260,000 | $527,378 |
| 2023 | 136 | $15.3M | $230,000 | $476,393 |
| 2022 | 128 | $13.0M | $225,000 | $424,785 |
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 |
|---|---|---|---|---|
| FROST | Other Service Provider | $34,826 | — | $34,826 |
| THE VANGUARD GROUP, INC. | Other Service Provider | $19,240 | — | $19,240 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,066
- Estimated Expense Ratio: 0.282% of plan assets
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 |
|---|---|---|---|---|---|
| 2025 | $1,641,172 | $34,826 | $19,240 | — | — |
| 2024 | $64,474 | $51,919 | $12,555 | — | — |
| 2023 | $65,226 | $53,388 | $11,838 | — | — |
| 2022 | $62,912 | $52,012 | $10,900 | — | — |