Victory Capital Management 401(k) match, vesting and fees
What Victory Capital Management's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Tcg Group Holdings, LLP | Schedule C ↗ |
| Independent auditor | Ham, Langston & Brezina, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 655 defined-contribution plans in finance and insurance with 500 to 999 participants.
| Victory Capital Management: employer contribution per participant | $7,395 | |
| Peer median | $2,935 |
| Victory Capital Management: average balance | $275,294 | |
| Peer median | $92,770 |
| Victory Capital Management: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.15% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $157M at the end of plan year 2021 to $189M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 694 | $189M | $5.1M | $7,395 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 705 | $166M | $5.1M | $7,247 | 0.06% | Not published | Form 5500 ↗ |
| 2022 | 730 | $141M | $4.7M | $6,562 | 0.05% | Not published | Form 5500 ↗ |
| 2021 | 660 | $157M | $3.9M | $6,000 | 0.05% | Not published | Form 5500 ↗ |
Common questions
Does Victory Capital Management match 401(k) contributions?
The match terms for the Victory Capital Management, Inc. 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $5.1M in employer contributions, about $7,395 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Victory Capital Management 401(k) match vested?
The vesting schedule for the Victory Capital Management, Inc. 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Victory Capital Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Tcg Group Holdings, LLP. The plan administrator is Victory Capital Management, Inc..
I left Victory Capital Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Victory Capital Management, Inc., (216) 898-2555) or the recordkeeper, Tcg Group Holdings, LLP. The Victory Capital Management old 401(k) page lists the contacts from every plan filing. Find an old Victory Capital Management 401(k)
Data from the public Form 5500 annual reports Victory Capital Management filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Victory Capital Management. Not financial advice. Report a correction · Methodology