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Original filing (PDF)20260304050334NAL0001848115001
MICROVAST INC
Form 5500
FILING_RECEIVED
MICROVAST INC 401K
401(k) retirement plan
Signals · 1
Late filing · 3.6 mo
Active participants
79
Accounts w/ balance
96
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
86
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 3.6 months past the 10.5-month grace window.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MICROVAST INC.
Plan sponsor
Name
MICROVAST INC
EIN
20-5704672
Address
12603 SOUTHWEST FREEWAY · SUITE 300 · STAFFORD, TX · 77477
Phone
(346) 309-2562
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
2026-03-04
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANCHECK CPA'S , LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $10K | — |
Investments
25 direct securities · 1 pooled fund· $1.7M(99% 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.
Registered Investment Companies
$1.7M
25 holdings
Common Collective Trust
$1K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $241K | 13.7% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $221K | 12.6% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $139K | 7.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $139K | 7.9% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $135K | 7.7% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $121K | 6.9% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $109K | 6.2% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $108K | 6.2% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $86K | 4.9% | |
| FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $74K | 4.2% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $63K | 3.6% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $63K | 3.6% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $52K | 3.0% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $30K | 1.7% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $29K | 1.7% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $26K | 1.5% | |
| FID FREE INDX 2015 PREM | Registered Investment Companies | — | — | $23K | 1.3% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $21K | 1.2% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $18K | 1.0% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $11K | 0.6% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $10K | 0.6% | |
| FID FREEDOM INDEX 2010 PREMIER | Registered Investment Companies | — | — | $7K | 0.4% | |
| MFS TOTAL RETURN - R6 123 REGISTERED INVESTMENT COMPANY VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $7K | 0.4% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $5K | 0.3% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $1K | <0.1% |
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