Plan Ledger DOL Form 5500 · updated monthly

Victorian Finance, LLC401(k)

VICTORIAN FINANCE, LLC 401(K) P/S PLAN · PITTSBURGH, PA · plan year 2022

Reported admin expense ratio · 2022
0.68%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Victorian Finance, LLC reported $54,188 in plan administrative expenses for 2022: 0.68% of average plan assets, above the peer median. Employer contributions averaged $2,621 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio fell from 0.68% to 0.49%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Pennsylvania (2,694th of 3,651), and 1,379th of 2,096 in real estate & leasing. In 2022, employees put in $2.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,444,939
Participants with balances114
Active participants111
Employer contributions$290,963
Employee contributions$689,527
Employer contribution per active participant$2,621
Average account balance$56,535
Benefits paid to participants$2,990,121
Plan auditUnmodified (clean) audit opinion
AuditorE.G. CONLEY, P.C.
Plan history2
Yearassets · accounts · employer contribution
2023$6.3M · 98 accts · $53K emplr
2022$6.4M · 114 accts · $291K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$54,188
Total administrative$54,188
The Victorian Finance, LLC 401(k) match · 2022
Employer contribution per active participant$2,621
Median for plans this size$1,114
2023$841 per active participant
2022$2,621 per active participant

Victorian Finance, LLC's 2022 employer contribution ran above the $1,114 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$31,510 · 0.49%
2022$54,188 · 0.68%
Same employer
Similar plansReal Estate & Leasing · Pennsylvania
Continuum Companies, Inc. PA$7.5M · 0.14%
Lindy Property Management PA$7.5M · 0.00%
A.R. Building Company PA$5.9M · 0.74%
Hansen Properties, Inc. PA$5.2M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 260084919 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.