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MICROVEST CAPITAL MANAGEMENT LLC — MICROVEST CAPITAL MANAGEMENT 401(K) PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20250918122629NAL0001339393001
MICROVEST CAPITAL MANAGEMENT LLC
Form 5500-SF
FILING_RECEIVED
MICROVEST CAPITAL MANAGEMENT 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 12.3 mo
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MICROVEST CAPITAL MANAGEMENT LLC
.
Find decision makers
Plan sponsor
Name
MICROVEST CAPITAL MANAGEMENT LLC
EIN
16-1662130
Address
7315 WISCONSIN AVE · SUITE 300W · BETHESDA, MD · 20814
Phone
(301) 771-7201
Industry
Finance & Insurance
see all
Plan administrator
Name
GUIDELINE, INC.
EIN
47-4474775
City
BURLINGAME, CA
Phone
(882) 283-3491
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-10-24
Filed
2025-09-18
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)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Filed 12.3 months past the 10.5-month grace window.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
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Small plan (5500-SF) — Schedule H data not available.
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