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Original filing (PDF)20251015091816NAL0004163825001
MVE GROUP, INC.
Form 5500
FILING_RECEIVED
MVE GROUP, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
36% in single holdingNo recordkeeper disclosed
Active participants
131
Accounts w/ balance
157
Plan assets (EOY)
$6.4M
Net assets (EOY)
$6.4M
How this plan invests
This plan
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
82
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard 500 Index Fund Admiral" is 36% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (35 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MVE GROUP, INC..
Plan sponsor
Name
MVE GROUP, INC.
EIN
27-0988432
Address
2010 WEST MAIN ST · EPHRATA, PA · 17522
Phone
(717) 738-2451
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
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
BROWN, EDWARDS & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE EPHRATA NATIONAL BANK | 23-0559393 | — | NONE | $22K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
Investments
19 direct securities· $6.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Admiral | — | — | — | $2.3M | 35.9% | |
| Vanguard Total Stock Market Index Fund Admiral | — | — | — | $975K | 15.3% | |
| Schwab * Treasury Obligations Money Market Fund - Investor | — | — | — | $547K | 8.6% | |
| Vanguard Mid Cap Index Fund Admiral | — | — | — | $451K | 7.1% | |
| Vanguard Information Technology Index Fund Admiral | — | — | — | $433K | 6.8% | |
| American Funds Europacific Growth Fund R5 | — | — | — | $280K | 4.4% | |
| Vanguard Small Cap Index Fund Admiral | — | — | — | $272K | 4.3% | |
| Vanguard Health Care Index Fund Admiral | — | — | — | $240K | 3.8% | |
| TCW Total Return Bond Fund I | — | — | — | $155K | 2.4% | |
| Sprott Gold Equity Fund I | — | — | — | $118K | 1.9% | |
| Vanguard Emerging Markets Stock Index Fund Admiral | — | — | — | $111K | 1.7% | |
| Vanguard Utilities Index Fund Admiral | — | — | — | $98K | 1.5% | |
| Vanguard Energy Index Fund Admiral | — | — | — | $93K | 1.5% | |
| Vanguard Consumer Staples Index Fund Admiral | — | — | — | $84K | 1.3% | |
| Vanguard Financials Index Fund Admiral | — | — | — | $57K | 0.9% | |
| Notes from * Participants Various loans at 5.75% to 9.5% rates - | — | — | — | $53K | 0.8% | |
| Vanguard PA Long Term Tax Exempt Fund I | — | — | — | $47K | 0.7% | |
| Templeton Global Bond Fund R6 | — | — | — | $45K | 0.7% | |
| Vanguard Real Estate Index Fund Admiral | — | — | — | $26K | 0.4% |
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