# Victory Capital Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/victory-capital-management-inc-401k-plan

> Victory Capital Management, INC.'s 401(k) plan: 456 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/ham-langston-and-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|—|—|

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