Plan Snapshot
- Plan Sponsor: Victory Capital Management, INC.
- Sponsor EIN: 205094703
- Sponsor Address: 15935 LA CANTERA PARKWAY, SAN ANTONIO, TX, 78256
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 0 | $68.3M | $0 | $0 |
| 2023 | 0 | $64.4M | $0 | $0 |
| 2022 | 0 | $56.2M | $0 | $0 |
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 |
|---|---|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC. | Investment Advisor | $308,457 | — | $308,457 |
| SEI GLOBAL SERVICES, INC. | Other Service Provider | $70,150 | — | $70,150 |
| COHEN & COMPANY, LTD. | Auditor | $29,000 | — | $29,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VICTORY CAPITAL MANAGEMENT INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $407,607
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 | $177,702 | $125,205 | — | $32,701 | — |
| 2024 | $391,983 | $323,189 | — | $32,875 | — |
| 2023 | $357,344 | $282,733 | — | $42,499 | — |
| 2022 | $330,248 | $265,835 | — | — | $62,247 |