Victory Wealth Management, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Victory Wealth Management, INC.
  • Sponsor EIN: 202536944
  • Sponsor Address: 603 N. MAIN STREET, CHINA GROVE, NC, 280232633
  • Plan Type: 401(k)
  • Total Participants: 3
  • Total Assets: $435,787

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20243$435,787$14,370$32,029
20233$363,871$13,854$32,121
20223$263,735$13,348$35,691

Similar Plans