Plan Snapshot
- Plan Sponsor: Victrex Usa, INC.
- Sponsor EIN: 223259553
- Sponsor Address: 300 CONSHOHOCKEN STATE ROAD, WEST CONSHOHOCKEN, PA, 19428
- Plan Type: 401(k)
- Total Participants: 97
- Total Assets: $31.9M
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. |
|---|---|---|---|---|
| 2024 | 97 | $31.9M | $608,399 | $890,147 |
| 2023 | 86 | $28.9M | $579,481 | $849,647 |
| 2022 | 94 | $27.4M | $908,794 | $863,027 |
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 |
|---|---|---|---|---|
| BDG-CPAS | Auditor | $9,800 | — | $9,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDG-CPAS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,800
- Estimated Expense Ratio: 0.031% 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 | $66,847 | $30,000 | — | $9,800 | — |
| 2023 | $57,643 | $22,500 | — | $15,020 | — |
| 2022 | $60,694 | — | — | — | — |