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)
- Plan Number: 001
- Total Participants: 3
- Total Assets: $518,474
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 3 | $518,474 | $0 | $0 |
| 2024 | 3 | $435,787 | $14,370 | $32,029 |
| 2023 | 3 | $363,871 | $13,854 | $32,121 |
| 2022 | 3 | $263,735 | $13,348 | $35,691 |
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