Richard Odorizzi signed MVP Service Corp.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MVP Service Corp.'s EIN is 14-1730494.
Download the official 2024 Form 5500 (PDF) for MVP Service Corp. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MVP Service Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $56K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index 146,651 Shares | Mutual Funds | — | $147K | $70.2M | 22.5% | |
| T Rowe Price Lrg Cap Grth Cl I 405,250 Shares | Mutual Funds | — | $405K | $33.3M | 10.7% | |
| Vanguard Total Bond Mkt 3,270,351 Shares | Mutual Funds | — | $3.3M | $31.0M | 9.9% | |
| Vanguard Extend Market Indx Fd 214,004 Shares | Mutual Funds | — | $214K | $30.8M | 9.9% | |
| Vanguard Total Intl Cl Instl 214,520 Shares | Mutual Funds | — | $215K | $27.2M | 8.7% | |
| Galliard Stable Return FD C 430,730 Shares | Other securities | — | $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 | Other securities | — | $444K | $23.8M | 7.6% | |
| JP Morgan Equity Income Fd R6 669,184 Shares | Other securities | — | $669K | $16.0M | 5.1% | |
| MFS Mid Cap Value Fund R6 387,686 Shares | Mutual Funds | — | $388K | $12.3M | 4.0% | |
| Pimco Total Return Port. Instl 1,167,130 Shares | Mutual Funds | — | $1.2M | $9.9M | 3.2% | |
| Principal Small Cap Grth R6 451,572 Shares | Other securities | — | $452K | $6.7M | 2.2% | |
| NOTES RECEIVABLE FROM PARTICIPANTS Participant loans with interest rates ranging from 3.25% - 8.50%, with various maturity dates - | Bonds / Notes | — | — | $5.2M | 1.7% | |
| Blackrock Global Allocation K 279,877 Shares | Other securities | — | $280K | $5.2M | 1.7% | |
| LOAN FUND LOANS | Other securities | — | $5.2M | $5.2M | 1.7% | |
| Columbia Small Cap Value Fund 98,925 Shares | Other securities | — | $99K | $5.1M | 1.6% | |
| SELF-DIRECTED BROKERAGE ACCOUNT 4,851,110 shares | Self-Directed Brokerage | — | $4.9M | $5.0M | 1.6% | |
| SELF-DIRECT ACCT OTHER ASSETS | Other securities | — | $4.9M | $4.9M | 1.6% | |
| MFS Mid Cap Growth Fund R6 69,629 Shares | Mutual Funds | — | $70K | $2.2M | 0.7% | |
| SELF-DIRECT ACCT OTHER ASSETS | Other securities | — | $183K | $183K | <0.1% | |
| BLF Fed Fund Interest-bearing cash sweep account | Cash / Money Market | — | — | $119K | <0.1% | |
| BLF FEDFUND MONEY MARKET | Cash / Money Market | — | $113K | $113K | <0.1% | |
| ACCRUED INCOME ACCRUED INCOME | Other securities | — | $6K | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
