Plan Snapshot
- Plan Sponsor: Victory Capital Management, INC.
- Sponsor EIN: 132700161
- Sponsor Address: 4900 TIEDMAN ROAD, 4TH FLOOR, BROOKLYN, OH, 44144
- Plan Type: 401(k)
- Total Participants: 456
- Total Assets: $188.9M
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. |
|---|---|---|---|---|
| 2024 | 456 | $188.9M | $5.1M | $7.3M |
| 2023 | 476 | $165.5M | $5.1M | $7.5M |
| 2022 | 505 | $141.1M | $4.7M | $7.1M |
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 |
|---|---|---|---|---|
| TCG GROUP HOLDINGS, LLP | NONE | $100,842 | — | $100,842 |
| HAM, LANGSTON & BREZINA, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAM, LANGSTON & BREZINA, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $100,842
- Estimated Expense Ratio: 0.053% 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 |
|---|---|---|---|---|---|
| 2024 | $100,842 | — | $100,842 | — | — |
| 2023 | $92,482 | — | $92,482 | — | — |
| 2022 | $79,259 | — | $79,259 | — | — |