Plan Ledger DOL Form 5500 · updated monthly

Victrex USA, Inc.401(k)

VICTREX USA, INC. 401(K) RETIREMENT PLAN · WEST CONSHOHOCKEN, PA · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Victrex USA, Inc. reported $66,847 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $6,272 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 rose from 0.18% to 0.22%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,126th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,285th of 4,246 in wholesale trade. In 2024, employees put in $1.46 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$31,887,482
Participants with balances123
Active participants97
Employer contributions$608,399
Employee contributions$890,147
Employer contribution per active participant$6,272
Average account balance$259,248
Benefits paid to participants$2,828,256
Plan auditUnmodified (clean) audit opinion
AuditorBDG-CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$31.9M · 123 accts · $608K emplr
2023$28.9M · 118 accts · $579K emplr
2022$27.4M · 128 accts · $909K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,047
Investment management$30,000
Audit (IQPA)$9,800
Total administrative$66,847
The Victrex USA, Inc. 401(k) match · 2024
Employer contribution per active participant$6,272
Median for plans this size$2,416
2024$6,272 per active participant
2023$6,738 per active participant
2022$9,668 per active participant

Victrex USA, Inc.'s 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
MMA SECURITIES LLC · Investment advisory (plan)$30,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$27,047
BDG-CPAS · Accounting / audit$9,800

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$66,847 · 0.22%
2023$57,643 · 0.20%
2022$60,694 · 0.18%
Similar plansWholesale Trade · Pennsylvania
C.A. Curtze Company PA$37.7M · 0.10%
Rs Integrated Supply US PA$33.1M · 0.14%
Century Kitchens, Inc. PA$32.6M · 0.21%
Guttman Energy, Inc. PA$31.1M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 223259553 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.