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Original filing (PDF)20250701110009NAL0006970899001
MVT SERVICES, LLC
Form 5500
FILING_RECEIVED
MVT 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 91.5 mo
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
1 pooled trust
Schedule D
51 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
75
Concentration risk
100
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 91.5 months past the 10.5-month grace window.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MVT SERVICES, LLC.
Plan sponsor
Name
MVT SERVICES, LLC
EIN
26-1875366
Address
3590 W PICACHO AVE · LAS CRUCES, NM · 88007
Phone
(575) 524-2835
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2016-01-01
Tax period
2016-12-31
Filed
2025-07-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BEASLEY, MITCHELL & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | BUFFALO, NY | RECORDKEEPER | $2K | — |
Investments
47 direct securities · 1 pooled fund· $16.1M
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$8.2M
46 holdings
Pooled Separate Account
$7.8M
1 holding
Pooled Separate Accounts
$65K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $7.8M | 48.4% | |
| Retirement Services * John Hancock Retirement Choices at 2030 ^ | — | — | — | $1.3M | 8.1% | |
| Retirement Services * John Hancock Retirement Choices at 2025 ^ | — | — | — | $1.0M | 6.3% | |
| Retirement Services * John Hancock Retirement Choices at 2020 ^ | — | — | — | $959K | 6.0% | |
| Retirement Services * John Hancock Retirement Choices at 2045 ^ | — | — | — | $912K | 5.7% | |
| Retirement Services * John Hancock Retirement Choices at 2040 ^ | — | — | — | $883K | 5.5% | |
| Retirement Services * John Hancock Retirement Choices at 2035 ^ | — | — | — | $517K | 3.2% | |
| NOTES RECEIVABLE FROM PARTICIPANTS Participant Loans 5.25 to 10.25% ^ | — | — | — | $511K | 3.2% | |
| Retirement Services * John Hancock Retirement Choices at 2015 ^ | — | — | — | $406K | 2.5% | |
| Retirement Services * John Hancock Retirement Choices at 2050 ^ | — | — | — | $379K | 2.4% | |
| Retirement Services * John Hancock Money Market Fund ^ | — | — | — | $278K | 1.7% | |
| Retirement Services * John Hancock T. Rowe Price Health Science ^ | — | — | — | $148K | 0.9% | |
| Retirement Services * John Hancock Retirement Choices at 2055 ^ | — | — | — | $73K | 0.5% | |
| X John Hancock Retirem JP Morgan Mid Cap Va | — | — | — | $73K | 0.5% | |
| X John Hancock Retirem Fielity Advisor Leve | — | — | — | $66K | 0.4% | |
| 04967ZZ MVT Services, LLC 7/1/2025 9:36 AM 26-1875366 Federal Statements FYE: 12/31/2016 MVT 401(k) Plan Plan: 001 Assets Held for Investment Party in Current Interest Identity Description Cost Value X John Hancock Retirem Capital Appreciation | Pooled Separate Accounts | — | — | $65K | 0.4% | |
| Retirement Services * John Hancock Fundamental Investors ^ | — | — | — | $60K | 0.4% | |
| Retirement Services * John Hancock Mid Cap Index Fund ^ | — | — | — | $51K | 0.3% | |
| Retirement Services * John Hancock DFA Inflation-Protected Securities ^ | — | — | — | $42K | 0.3% | |
| Retirement Services * John Hancock Fidelity Advisor Gold Fund ^ | — | — | — | $42K | 0.3% | |
| Retirement Services * John Hancock Oppenheimer Developing Market ^ | — | — | — | $39K | 0.2% | |
| Retirement Services * John Hancock Growth Index Fund ^ | — | — | — | $33K | 0.2% | |
| Retirement Services * John Hancock Federated High Yield Bond ^ | — | — | — | $31K | 0.2% | |
| Retirement Services * John Hancock Washington Mutual Investors ^ | — | — | — | $29K | 0.2% | |
| Retirement Services * John Hancock Fidelity ContraFund ^ | — | — | — | $29K | 0.2% | |
| Retirement Services * John Hancock PIMCO Global Bond ^ 453 Retirement Services * John Hancock PIMCO Real Return ^ | — | — | — | $28K | 0.2% | |
| Retirement Services * John Hancock Value Index Fund ^ | — | — | — | $27K | 0.2% | |
| Retirement Services * John Hancock T. Rowe Price Cap Appreciation ^ | — | — | — | $26K | 0.2% | |
| Retirement Services * John Hancock T. Rowe Price Short Term Bond ^ | — | — | — | $24K | 0.1% | |
| Retirement Services * John Hancock Energy Sector ^ | — | — | — | $24K | 0.1% | |
| John Hancock Mutual Global Discovery ^ | — | — | — | $23K | 0.1% | |
| Retirement Services * John Hancock Dodge & Cox Stock Fund ^ | — | — | — | $22K | 0.1% | |
| Retirement Services * John Hancock Parnassus Equity Income ^ | — | — | — | $20K | 0.1% | |
| Retirement Services * John Hancock Small Cap Growth Index ^ | — | — | — | $18K | 0.1% | |
| Retirement Services * John Hancock DFA US Targeted Value Fund ^ 37 Retirement Services * John Hancock Dodge & Cox International Stock ^ | — | — | — | $16K | <0.1% | |
| Retirement Services * John Hancock EuroPacific Growth Fund ^ | — | — | — | $16K | <0.1% | |
| Retirement Services * John Hancock Pru Jennison Mid Growth Fund ^ | — | — | — | $14K | <0.1% | |
| Retirement Services * John Hancock Small Cap Value Fund ^ | — | — | — | $11K | <0.1% | |
| Retirement Services * John Hancock Short-Term Federal ^ | — | — | — | $11K | <0.1% | |
| Retirement Services * John Hancock Total Stock Market Index Fund ^ | — | — | — | $9K | <0.1% | |
| Retirement Services * John Hancock T. Rowe Price Small Cap Value ^ | — | — | — | $9K | <0.1% | |
| Retirement Services * John Hancock International Small Cap Fund ^ | — | — | — | $9K | <0.1% | |
| Retirement Services * John Hancock Small Cap Index Fund ^ | — | — | — | $8K | <0.1% | |
| Retirement Services * John Hancock TOCQ Gold ^ | — | — | — | $8K | <0.1% | |
| Retirement Services * John Hancock PIMCO All Asset ^ | — | — | — | $7K | <0.1% | |
| Retirement Services * John Hancock PIMCO Commodity Real Return ^ | — | — | — | $5K | <0.1% | |
| John Hancock Retirement Choices at 2060 ^ | — | — | — | $1K | <0.1% | |
| Retirement Services * John Hancock TOT BMKT ^ | — | — | — | $1K | <0.1% |