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Original filing (PDF)20251009164522NAL0016122914001
E. J. VICTOR, INC.
Form 5500
FILING_RECEIVED
E. J. VICTOR, INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
106
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (36 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for E. J. VICTOR, INC..
Plan sponsor
Name
E. J. VICTOR, INC.
EIN
58-1868552
Address
110 WAMSUTTA MILL ROAD · P O BOX 309 · MORGANTON, NC · 28655
Phone
(828) 437-1991
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SMITH LEONARD PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALIC RETIREMENT SERVICES COMPANY | 51-0396365 | — | NONE | $9K | — |
Investments
27 direct securities· $2.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VALIC Fixed-Interest Option | — | — | — | $462K | 18.0% | |
| T. Rowe Price Retirement 2030 Fund | — | — | — | $395K | 15.4% | |
| T. Rowe Price Blue Chip Growth Fund | — | — | — | $290K | 11.3% | |
| T. Rowe Price Retirement 2035 Fund | — | — | — | $267K | 10.4% | |
| T. Rowe Price Retirement 2025 Fund | — | — | — | $258K | 10.0% | |
| Fidelity Investments 500 Index Fund | — | — | — | $248K | 9.7% | |
| T. Rowe Price Retirement 2045 Fund | — | — | — | $221K | 8.6% | |
| T. Rowe Price Retirement 2020 Fund | — | — | — | $103K | 4.0% | |
| VALIC Conservative Growth Lifestyle Fund | — | — | — | $41K | 1.6% | |
| Fidelity Investments International Index Fund | — | — | — | $39K | 1.5% | |
| VALIC Mid Cap Index Fund | — | — | — | $38K | 1.5% | |
| Dodge & Cox Income Fund | — | — | — | $28K | 1.1% | |
| American Beacon Small Cap Value Fund | — | — | — | $22K | 0.9% | |
| American Funds Investment Company of America Fund | — | — | — | $22K | 0.8% | |
| American Funds Europacific Growth Fund | — | — | — | $20K | 0.8% | |
| VALIC Small Cap Growth Fund | — | — | — | $18K | 0.7% | |
| T. Rowe Price Retirement 2050 Fund | — | — | — | $17K | 0.7% | |
| Vanguard Real Estate Index Fund | — | — | — | $17K | 0.6% | |
| T. Rowe Price Retirement 2060 Fund | — | — | — | $14K | 0.5% | |
| T. Rowe Price Retirement 2040 Fund | — | — | — | $12K | 0.4% | |
| American Funds American Mutual Fund | — | — | — | $10K | 0.4% | |
| Vanguard Small Cap Index Fund | — | — | — | $7K | 0.3% | |
| T. Rowe Price Retirement 2065 Fund | — | — | — | $5K | 0.2% | |
| Vanguard Small Cap Growth Fund | — | — | — | $5K | 0.2% | |
| DFA Emerging Market Core Equity Fund | — | — | — | $4K | 0.2% | |
| Vanguard Intermediate-Term Bond Index Fund | — | — | — | $3K | 0.1% | |
| PIMCO Commodity Real Return Strategies Fund | — | — | — | $2K | <0.1% |
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