Jay L. Weaver signed MVE Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MVE Group, Inc.'s EIN is 27-0988432.
Download the official 2024 Form 5500 (PDF) for MVE Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MVE Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE EPHRATA NATIONAL BANK | 23-0559393 | — | NONE | $22K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral | Common Collective Trusts | — | — | $2.3M | 35.9% | |
| Vanguard Total Stock Market Index Fund Admiral | Common Collective Trusts | — | — | $975K | 15.3% | |
| Schwab * Treasury Obligations Money Market Fund - Investor | Mutual Funds | — | — | $547K | 8.6% | |
| Vanguard Mid Cap Index Fund Admiral | Common Collective Trusts | — | — | $451K | 7.1% | |
| Vanguard Information Technology Index Fund Admiral | Common Collective Trusts | — | — | $433K | 6.8% | |
| American Funds Europacific Growth Fund R5 | Mutual Funds | — | — | $280K | 4.4% | |
| Vanguard Small Cap Index Fund Admiral | Common Collective Trusts | — | — | $272K | 4.3% | |
| Vanguard Health Care Index Fund Admiral | Common Collective Trusts | — | — | $240K | 3.8% | |
| TCW Total Return Bond Fund I | Other securities | — | — | $155K | 2.4% | |
| Sprott Gold Equity Fund I | Other securities | — | — | $118K | 1.9% | |
| Vanguard Emerging Markets Stock Index Fund Admiral | Common Collective Trusts | — | — | $111K | 1.7% | |
| Vanguard Utilities Index Fund Admiral | Common Collective Trusts | — | — | $98K | 1.5% | |
| Vanguard Energy Index Fund Admiral | Common Collective Trusts | — | — | $93K | 1.5% | |
| Vanguard Consumer Staples Index Fund Admiral | Common Collective Trusts | — | — | $84K | 1.3% | |
| Vanguard Financials Index Fund Admiral | Common Collective Trusts | — | — | $57K | 0.9% | |
| Notes from * Participants Various loans at 5.75% to 9.5% rates - | Bonds / Notes | — | — | $53K | 0.8% | |
| Vanguard PA Long Term Tax Exempt Fund I | Mutual Funds | — | — | $47K | 0.7% | |
| Templeton Global Bond Fund R6 | Mutual Funds | — | — | $45K | 0.7% | |
| Vanguard Real Estate Index Fund Admiral | Common Collective Trusts | — | — | $26K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
