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Original filing (PDF)20251015122942NAL0002291091001
VICTAULIC
Form 5500
FILING_RECEIVED
VICTAULIC SALARIED 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,390
Accounts w/ balance
2,887
Plan assets (EOY)
$430.1M
Net assets (EOY)
$430.1M
How this plan invests
This plan
14 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VICTAULIC.
Plan sponsor
Name
VICTAULIC
EIN
22-1501729
Address
P.O. BOX 31 · EASTON, PA · 180440031
Phone
(610) 559-3300
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $232K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $170K | — |
Investments
13 direct securities · 14 pooled funds· $426.2M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$232.9M
13 holdings
Common Collective Trust
$193.2M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Inst Index Fd Inst'l Mutual Fund | — | — | — | $90.7M | 21.1% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $29.4M | 6.8% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $29.3M | 6.8% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $28.6M | 6.7% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $26.5M | 6.2% | |
| Vanguard Total Intl Stk Inst Mutual Fund | — | — | — | $24.5M | 5.7% | |
| Vanguard U.S. Growth Adm Mutual Fund | — | — | — | $23.2M | 5.4% | |
| Vanguard Total Bond Idx Inst Mutual Fund | — | — | — | $22.9M | 5.3% | |
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $17.7M | 4.1% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $17.6M | 4.1% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $14.2M | 3.3% | |
| Vanguard Windsor II Fund Adm Mutual Fund | — | — | — | $14.2M | 3.3% | |
| Vanguard Md-Cap Index Fund Ins Mutual Fund | — | — | — | $13.3M | 3.1% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $10.1M | 2.4% | |
| Vanguard Extend Mkt Index Inst Mutual Fund | — | — | — | $9.8M | 2.3% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $9.7M | 2.3% | |
| Vanguard STAR Fund Mutual Fund | — | — | — | $9.7M | 2.2% | |
| Small-Cap Index Fund Adm Mutual Fund | — | — | — | $7.5M | 1.7% | |
| Vanguard Federal Money Market Fund Money Market Fund | — | — | — | $7.4M | 1.7% | |
| Similar Party Collateral, Par, or Maturity Value Cost^ Value * Vanguard Explorer Fund Admiral Shares Mutual Fund | — | — | — | $4.1M | 0.9% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $4.0M | 0.9% | |
| to 10.50% - | — | — | — | $3.7M | 0.9% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $3.1M | 0.7% | |
| VFTC TARGET RET INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $2.4M | 0.6% | |
| Vanguard Short-Term Fed Adm Mutual Fund | — | — | — | $1.9M | 0.4% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $433K | 0.1% | |
| VFTC TARGET RET INC & GROWTH TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $48K | <0.1% |
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