Plans listing this provider
25
0.04% of the 56,420 plans with Schedule H financials; 23 in 2023
Providers › Victory Funds
Victory Funds
- Service provider, as named on Schedule C
- EIN 132700161
- Plan year 2024
- Direct compensation reported $2,520,187
Assets of those plans
$23,354,445,927
0.30% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$2,520,187
8% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 28 | Investment management | 24 |
| 59 | Shareholder servicing fees | 23 |
| 50 | Direct payment from the plan | 2 |
| 68 | Soft dollars commissions | 2 |
| 15 | Recordkeeping and information management | 1 |
| 21 | Trustee (bank, trust company or similar) | 1 |
| 25 | Trustee (directed) | 1 |
| 27 | Investment advisory (plan) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| The Goldman Sachs 401(k) Plan | Goldman Sachs Group | $12,807,939,404 | 48,807 | $1,728,596 |
| UBS 401(k) Plan Trust | UBS AG at Eleven Madison Avenue | $10,206,773,684 | 33,268 | $791,591 |
| Rose Companies Employer 401(k) Plan | Rose Companies Employer | $36,058,752 | 305 | $0 |
| Klarna 401(k) Plan | Klarna | $32,122,333 | 569 | $0 |
| Kudu Dynamics 401(k) Retirement PLA Nrecordkeeper | Kudu Dynamics | $30,578,862 | 193 | $0 |
| Panini America, Inc. 401(k) Plan | Panini America | $20,632,473 | 271 | $0 |
| In-situ, Inc. 401(k) Profit Sharing Plan | In-situ | $20,193,728 | 244 | $0 |
| Manthei 401(k) Profit Sharing Plan | Manthei | $20,153,973 | 447 | $0 |
| DD Traders, Inc. 401(k) Plan and Trust | DD Traders | $20,021,181 | 188 | $0 |
| Vbrick Systems, Inc. 401(k) Retirement Plan | Vbrick Systems | $19,022,509 | 110 | $0 |
| New York Athletic Club 401(k) Savings Plan | New York Athletic Club | $18,108,353 | 226 | $0 |
| Akoya Retirement Plan | Akoya Biosciences | $17,974,282 | 317 | $0 |
| Channell Commercial Corporation 401(k) Plan | Channell Commercial | $17,339,918 | 644 | $0 |
| Spokane Methodist Homes, Inc. Employee Retirement Savings Plan | Spokane United Methodist Homes | $15,123,861 | 699 | $0 |
| Davis Tool, Inc. Profit Sharing Plan and Trust | Davis Tool | $12,075,161 | 184 | $0 |
| Geo-hydro Engineers 401(k) Plan | Geo-hydro Engineers | $11,804,694 | 138 | $0 |
| U.M. FDSP Associates, P.A. 401(k) Profit Sharing Plan | U.M. FDSP Associates | $8,973,076 | 168 | $0 |
| Wheeler Trucking, Inc. 401(k) Plan | Wheeler Trucking | $8,957,533 | 359 | $0 |
| Lionel, LLC Retirement and Savings Plan | Lionel | $6,995,359 | 127 | $0 |
| Morningstar Senior Living Retirement Plan | Morningstar Senior Management | $6,294,635 | 417 | $0 |
| New York Athletic Club Local 6 Union Employees 401(k) Plan | New York Athletic Club | $6,016,572 | 110 | $0 |
| Infinity Technology Services, LLC 401(k) Plan | Infinity Technology Services | $4,457,877 | 149 | $0 |
| Magic Memories Employee Retirement Plan | Magic Memories (USA) | $3,438,463 | 610 | $0 |
| PHA America, Inc. 401(k) Plan | PHA America | $3,389,244 | 305 | $0 |
| Prescient Co. LLC Retirement Plan | Prescient | $0 | 0 | $0 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.