Nancy Ratcliffe signed MVHS, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MVHS, Inc.'s EIN is 16-1576637.
Download the official 2024 Form 5500 (PDF) for MVHS, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MVHS, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-0472300 | — | RECORD KEEPER | $194K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HANYS BENEFIT SERVICES | 14-1764768 | — | INVESTMENT ADVISOR | $67K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Lincoln - LVIP T. Rowe Price 2040 | Common Collective Trusts | — | — | $11.5M | 5.8% | |
| Lincoln - Neuberger Berman AMT Sustainable EQ Port Fund | Other securities | — | — | $11.5M | 5.8% | |
| Notes receivable from participants | Other securities | — | — | $11.5M | 5.8% | |
| Vanguard Inflation Protected Securities Fund | Mutual Funds | — | — | $11.5M | 5.8% | |
| T. Rowe Price Retirement 2025 Fund | Other securities | — | — | $7.4M | 3.8% | |
| T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $5.6M | 2.8% | |
| Allspring Small Company Value Fund | Common Stocks | — | $11.6M | $5.5M | 2.8% | |
| Champlain Mid Cap Institutional | Other securities | — | — | $4.7M | 2.4% | |
| T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $4.6M | 2.3% | |
| American Washington Mutual Investors Fund | Other securities | — | $14.2M | $4.5M | 2.3% | |
| Lincoln - LVIP Delaware High Yield Fund | Other securities | — | — | $4.2M | 2.1% | |
| T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $3.9M | 2.0% | |
| American EuroPacific Growth Fund | Other securities | — | $14.9M | $3.8M | 1.9% | |
| T. Rowe Price Retirement 2015 Fund | Other securities | — | — | $3.6M | 1.8% | |
| T. Rowe Price Retirement 2065 I Class | Other securities | — | — | $3.4M | 1.7% | |
| Baird Aggregate Bond Fund | Other securities | — | — | $3.2M | 1.6% | |
| T. Rowe Price Retirement 2010 Fund | Other securities | — | — | $2.8M | 1.4% | |
| Federated High Yield Trust Service Fund | Other securities | — | — | $2.7M | 1.4% | |
| American Balanced Fund | Other securities | — | — | $2.6M | 1.3% | |
| T. Rowe Price Retirement 2060 Fund | Other securities | — | — | $2.5M | 1.3% | |
| T. Rowe Price Retirement 2020 Fund | Other securities | — | — | $2.4M | 1.2% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $2.1M | 1.0% | |
| T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $2.0M | 1.0% | |
| American New Perspective Fund | Other securities | — | $34.7M | $1.4M | 0.7% | |
| T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $1.4M | 0.7% | |
| Cohen and Steers Real Estate Securities Inc | Common Stocks | — | — | $1.4M | 0.7% | |
| Lincoln - LVIP Delaware Retirement Fund | Other securities | — | — | $1.2M | 0.6% | |
| American SMALLCAP World Fund | Other securities | — | $26.6M | $1.2M | 0.6% | |
| T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $1.0M | 0.5% | |
| Lincoln - Fidelity VIP Asset Manager Fund | Mutual Funds | — | — | $927K | 0.5% | |
| Lincoln - American Century VP Balanced Fund | Other securities | — | — | $790K | 0.4% | |
| Lincoln Life and Annuity Company of New York | Common Stocks | — | $404K | $612K | 0.3% | |
| Lincoln - LVIP SSgA International Index Fund | Common Collective Trusts | — | — | $522K | 0.3% | |
| Lincoln - American Funds International Fund | Mutual Funds | — | — | $466K | 0.2% | |
| Lincoln - Lincoln VIP Bond Fund | Other securities | — | — | $439K | 0.2% | |
| Lincoln - AllianceBernstein VPS Global Thematic Growth Fund | Other securities | — | — | $396K | 0.2% | |
| American Funds Strategic Bond Class R6 | Mutual Funds | — | — | $387K | 0.2% | |
| Lincoln - LVIP Mondrian International Fund | Other securities | — | — | $360K | 0.2% | |
| Lincoln - Janus Henderson Global Research Fund | Mutual Funds | — | — | $355K | 0.2% | |
| Lincoln - LVIP SSgA Global TAC Allocation Managed VOL Fund | Other securities | — | — | $347K | 0.2% | |
| Lincoln - Delaware VIP Small Cap Value Fund | Other securities | — | — | $306K | 0.2% | |
| Lincoln - AllianceBernstein VPS Large Cap Growth Fund | Other securities | — | — | $300K | 0.2% | |
| Lincoln - American Funds Growth-Income Fund | Mutual Funds | — | — | $277K | 0.1% | |
| Lincoln Life and Annuity Company of New York | Common Stocks | — | $394K | $274K | 0.1% | |
| Lincoln - LVIP SSgA S&P 500 Index Fund | Common Collective Trusts | — | — | $214K | 0.1% | |
| Lincoln - American Funds Global Growth Fund | Mutual Funds | — | — | $211K | 0.1% | |
| Lincoln - American Funds Growth Fund | Mutual Funds | — | — | $190K | <0.1% | |
| Lincoln - Fidelity VIP Growth Fund | Mutual Funds | — | — | $174K | <0.1% | |
| Lincoln - Fidelity VIP Contrafund Fund | Mutual Funds | — | — | $137K | <0.1% | |
| Lincoln - LVIP SSgA Bond Index Fund | Common Collective Trusts | — | — | $105K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUST CHARLES LLP | 16-1226221 | — | AUDITOR | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNUM LIFE INS. CO. OF AMERICA | 01-0278678 | — | SERVICE PROVIDER | $0 | — |
