Back to filter
Original filing (PDF)20251015131447NAL0002466147001
MAGNUM VENUS PRODUCTS, INC.
Form 5500
FILING_RECEIVED
MVP, INC. 401(K) SAVINGS PLAN AND TRUST
401(k) retirement plan
Signals · 2
25% in single holding~76 bps in Sched C fees
Active participants
135
Accounts w/ balance
212
Plan assets (EOY)
$13.3M
Net assets (EOY)
$13.3M
How this plan invests
This plan
19 pooled trusts
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
87
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Principal Hybrid 2025 CIT Z #" is 25% of plan.
- 76 bps in Schedule C fees — 164% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAGNUM VENUS PRODUCTS, INC..
Plan sponsor
Name
MAGNUM VENUS PRODUCTS, INC.
EIN
36-2650388
Address
2030 FALLING WATERS RD, SUITE 350 · KNOXVILLE, TN · 37922
Phone
(865) 686-5670
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
2025-10-15
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
KRUGGEL LAWTON & COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | RECORDKEEPER | $27K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES AD | 59-2937883 | — | INVESTMENT ADVISOR | $32K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERISA SERVICES, INC. | 62-1200951 | — | CONTRACT ADMIN | $9K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTACT ADMINISTRATOR | $34K | — |
Investments
6 direct securities · 19 pooled funds· $13.5M(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.
Common Collective Trust
$13.1M
19 holdings
Uncategorized
$480K
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $3.4M | 25.3% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.8M | 13.5% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.4M | 10.2% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.2M | 9.2% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.2M | 9.1% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.2M | 8.7% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.1M | 8.4% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $842K | 6.3% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $429K | 3.2% | |
| Participant Loans Interest rates at 3.25%-8.50% 0 | — | — | — | $150K | 1.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $144K | 1.1% | |
| BlackRock Advisors Equity Index Fund Class 1 # | — | — | — | $131K | 1.0% | |
| BLACKROCK EQTY INDX FD CLASS 1 GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $131K | 1.0% | |
| American Funds American Balanced Fund R6 # | — | — | — | $67K | 0.5% | |
| MyWay Retirement Multi-Section Bond Fund Class R # | — | — | — | $57K | 0.4% | |
| MYWAYRETIREMENT MULTI-SEC BD R GREAT GRAY TRUST COMPANY · EIN 38-4139871 / PN 649 | Common Collective Trust | — | — | $57K | 0.4% | |
| BLACKROCK MID CAP EQ IDX CL 1 GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $55K | 0.4% | |
| American Funds NewWorld Fund R6 # | — | — | — | $40K | 0.3% | |
| BLACKROCK RUSS 2000 IDX CL R GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 007 | Common Collective Trust | — | — | $39K | 0.3% | |
| Vanguard Real Estate Index Fund Admiral # | — | — | — | $34K | 0.3% | |
| MYWAYRETIREMENT COMMODITIES R GREAT GRAY TRUST COMPANY · EIN 38-7264532 / PN 695 | Common Collective Trust | — | — | $31K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $31K | 0.2% | |
| BLACKROCK EAFE EQ IDX CL R FD GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $19K | 0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| MYWAYRETIREMENT REAL ESTATE R GREAT GRAY TRUST COMPANY · EIN 38-7264530 / PN 693 | Common Collective Trust | — | — | $0 | <0.1% |