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Original filing (PDF)20251013112133NAL0001200449001
MVP HOLDINGS, LLC
Form 5500
FILING_RECEIVED
MVP HOLDINGS RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
150
Accounts w/ balance
169
Plan assets (EOY)
$19.3M
Net assets (EOY)
$19.3M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MVP HOLDINGS, LLC.
Plan sponsor
Name
MVP HOLDINGS, LLC
EIN
26-3038326
Address
8301 E 21ST STREET · SUITE 370 · WICHITA, KS · 67206
Phone
(316) 469-0143
Industry
Wholesale Tradesee 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
2025-10-13
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
GJ & COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $2K | — |
Investments
27 direct securities · 1 pooled fund· $19.3M(100% 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.
Uncategorized
$19.2M
27 holdings
Common Collective Trust
$70K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $3.9M | 20.3% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $2.2M | 11.2% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $2.0M | 10.5% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1.9M | 9.7% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $1.4M | 7.5% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $1.2M | 6.5% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $970K | 5.0% | |
| Fidelity Blue Chip Growth K Fidelity 0 | — | — | — | $818K | 4.2% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $806K | 4.2% | |
| Vanguard Small-Cap Index Inv Vanguard 0 | — | — | — | $602K | 3.1% | |
| American Funds American Balanced R6 American Funds 0 | — | — | — | $494K | 2.6% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $468K | 2.4% | |
| Vanguard Total Intl Stock Index Inv Vanguard 0 | — | — | — | $418K | 2.2% | |
| JPMorgan Government Bond R6 JPMorgan 0 | — | — | — | $375K | 1.9% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $328K | 1.7% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $313K | 1.6% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $258K | 1.3% | |
| Vanguard Total Bond Market Index Inv Vanguard 0 | — | — | — | $154K | 0.8% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $123K | 0.6% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $123K | 0.6% | |
| Carillon Eagle Mid Cap Growth R6 Carillon 0 | — | — | — | $101K | 0.5% | |
| Vanguard Equity Income Adm Vanguard 0 | — | — | — | $96K | 0.5% | |
| Vanguard Mid-Cap Index Inv Vanguard 0 | — | — | — | $92K | 0.5% | |
| INTERNATIONAL GROWTH II R1 GREAT GRAY TRUST · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $70K | 0.4% | |
| American Century Mid Cap Value R6 American Century 0 971 DFA Real Estate Securities Portfolio I DFA 0 | — | — | — | $17K | <0.1% | |
| TCW MetWest Total Return Bond Plan TCW 0 | — | — | — | $6K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $3K | <0.1% | |
| Contribution Account Ascensus Trust Company 0 | — | — | — | $1K | <0.1% |
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