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Original filing (PDF)20251010105053NAL0007982929001
MVP SERVICE CORP.
Form 5500
FILING_RECEIVED
MVP 401(K) PLAN
401(k) retirement plan
Active participants
1,605
Accounts w/ balance
2,027
Plan assets (EOY)
$311.9M
Net assets (EOY)
$311.9M
How this plan invests
This plan
1 pooled trust
Schedule D
24 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 (2 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MVP SERVICE CORP..
Plan sponsor
Name
MVP SERVICE CORP.
EIN
14-1730494
Address
625 STATE STREET · SCHENECTADY, NY · 12305
Phone
(518) 901-0617
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BONADIO AND CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $56K | — |
Investments
22 direct securities · 1 pooled fund· $347.7M(100% 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
$321.2M
22 holdings
Common Collective Trust
$26.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index 146,651 Shares | — | — | $147K | $70.2M | 22.5% | |
| T Rowe Price Lrg Cap Grth Cl I 405,250 Shares | — | — | $405K | $33.3M | 10.7% | |
| Vanguard Total Bond Mkt 3,270,351 Shares | — | — | $3.3M | $31.0M | 9.9% | |
| Vanguard Extend Market Indx Fd 214,004 Shares | — | — | $214K | $30.8M | 9.9% | |
| Vanguard Total Intl Cl Instl 214,520 Shares | — | — | $215K | $27.2M | 8.7% | |
| Galliard Stable Return FD C 430,730 Shares | — | — | $431K | $26.5M | 8.5% | |
| GALLIARD STABLE RETURN FUND CLASS C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | $24.0M | $26.5M | 8.5% | |
| American Europacific Growth R6 443,797 Shares | — | — | $444K | $23.8M | 7.6% | |
| JP Morgan Equity Income Fd R6 669,184 Shares | — | — | $669K | $16.0M | 5.1% | |
| MFS Mid Cap Value Fund R6 387,686 Shares | — | — | $388K | $12.3M | 4.0% | |
| Pimco Total Return Port. Instl 1,167,130 Shares | — | — | $1.2M | $9.9M | 3.2% | |
| Principal Small Cap Grth R6 451,572 Shares | — | — | $452K | $6.7M | 2.2% | |
| NOTES RECEIVABLE FROM PARTICIPANTS Participant loans with interest rates ranging from 3.25% - 8.50%, with various maturity dates - | — | — | — | $5.2M | 1.7% | |
| Blackrock Global Allocation K 279,877 Shares | — | — | $280K | $5.2M | 1.7% | |
| LOAN FUND LOANS | — | — | $5.2M | $5.2M | 1.7% | |
| Columbia Small Cap Value Fund 98,925 Shares | — | — | $99K | $5.1M | 1.6% | |
| SELF-DIRECTED BROKERAGE ACCOUNT 4,851,110 shares | — | — | $4.9M | $5.0M | 1.6% | |
| SELF-DIRECT ACCT OTHER ASSETS | — | — | $4.9M | $4.9M | 1.6% | |
| MFS Mid Cap Growth Fund R6 69,629 Shares | — | — | $70K | $2.2M | 0.7% | |
| SELF-DIRECT ACCT OTHER ASSETS | — | — | $183K | $183K | <0.1% | |
| BLF Fed Fund Interest-bearing cash sweep account | — | — | — | $119K | <0.1% | |
| BLF FEDFUND MONEY MARKET | — | — | $113K | $113K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME | — | — | $6K | $6K | <0.1% |