Plan Ledger DOL Form 5500 · updated monthly

Victory Marketing, LLC401(k)

VICTORY MARKETING, LLC 401(K) PROFIT SHARING PLAN · RIDGELAND, MS · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Victory Marketing, LLC reported $20,869 in plan administrative expenses for 2024: 0.40% of average plan assets, below the peer median. Employer contributions averaged $126 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 2 years on file its reported administrative ratio fell from 0.48% to 0.40%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Mississippi (234th of 367), and 3,672nd of 5,215 in retail trade. In 2024, employees put in $5.01 for every $1.00 the employer contributed; active participation has grown from 503 to 980 since 2022.

Plan summary
Net assets, end of year$5,320,214
Participants with balances713
Active participants980
Employer contributions$123,834
Employee contributions$620,316
Employer contribution per active participant$126
Average account balance$7,462
Benefits paid to participants$1,008,725
Plan auditUnmodified (clean) audit opinion
AuditorHARPER, RAINS, KNIGHT & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$5.3M · 713 accts · $124K emplr
2023$5.1M · 647 accts · $128K emplr
2022$4.1M · 628 accts · $66K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$369
Trustee / custodial$9,000
Total administrative$20,869
The Victory Marketing, LLC 401(k) match · 2024
Employer contribution per active participant$126
Median for plans this size$1,313
2024$126 per active participant
2023$186 per active participant
2022$131 per active participant

Victory Marketing, LLC's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Trustee (directed)$20,869
BANCORPSOUTH BANKindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$20,869 · 0.40%
2023$20,841 · 0.45%
2022$20,850 · 0.48%
Similar plansRetail Trade · Mississippi
Cannon Chevrolet Cadillac MS$9.4M · 1.08%
Roberts Company, Inc. MS$9.3M · 0.88%
Hg Ms Admin, LLC MS$6.3M · 0.67%
D & H Company MS$4.2M · 1.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 640923886 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.