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Original filing (PDF)20250829220039NAL0011453105011
MAVERIS, LLC
Form 5500
FILING_RECEIVED
MAVERIS 401(K) PLAN
401(k) retirement plan
Signals · 1
45% in single holding
Active participants
215
Accounts w/ balance
236
Plan assets (EOY)
$9.3M
Net assets (EOY)
$9.3M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
78
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Group Total Stock Index Registered Investment Company -" is 45% of plan.
Helping the score
- Below-peer total fees (6 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAVERIS, LLC.
Plan sponsor
Name
MAVERIS, LLC
EIN
47-3884178
Address
126 E BURKE ST · STE 19 · MARTINSBURG, WV · 254014302
Phone
(304) 315-4464
Industry
Professional & Technical Servicessee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-29
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)
Audit & trust (Schedule H)
Auditor
BELFINT, LYONS & SHUMAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT TRUST COMPANY | 43-1971558 | — | CUSTODIAN | $0 | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $6K | — |
Investments
28 direct securities· $9.1M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Registered Investment Company - | — | — | — | $4.1M | 43.7% | |
| Vanguard FTSE All World Exus Small Registered Investment Company - 743 Vanguard Funds Developed Markets Index Registered Investment Company - | — | — | — | $1.3M | 14.4% | |
| Vanguard Group Bond Index Registered Investment Company - | — | — | — | $1.2M | 13.3% | |
| Vanguard Emerging Markets Stock Registered Investment Company - | — | — | — | $660K | 7.1% | |
| Vanguard Funds Total International Bond Index Registered Investment Company - | — | — | — | $432K | 4.6% | |
| Vanguard Group Specialized Div REIT Index Fund Registered Investment Company - | — | — | — | $364K | 3.9% | |
| Vanguard Group Growth Index Registered Investment Company - | — | — | — | $231K | 2.5% | |
| Vanguard Group Total Instl Stock Index Registered Investment Company - | — | — | — | $133K | 1.4% | |
| Vanguard Industrials Index Registered Investment Company - 433 Vanguard Information Technology Index Registered Investment Company - | — | — | — | $115K | 1.2% | |
| Vanguard Group Reserve Federal Money Market Fund Registered Investment Company - | — | — | — | $106K | 1.1% | |
| Vanguard Group Index 500 Registered Investment Company - | — | — | — | $105K | 1.1% | |
| Vanguard Short-Term Inflation Protected Securities Index Registered Investment Company - | — | — | — | $65K | 0.7% | |
| Vanguard Group Intermediate Bond Index Registered Investment Company - 117 Vanguard Group International Dividend Appreciation Registered Investment Company - 728 Vanguard Group Large-Cap Index Fund Registered Investment Company - | — | — | — | $56K | 0.6% | |
| Vanguard Group Mid-Cap Index Registered Investment Company - | — | — | — | $27K | 0.3% | |
| Vanguard Group Small-Cap Value Index Registered Investment Company - | — | — | — | $25K | 0.3% | |
| Vanguard Group FTSE All World EX US Index Registered Investment Company - 147 Vanguard Group FTSE Social Index Registered Investment Company - | — | — | — | $24K | 0.3% | |
| Vanguard Utilities Index Registered Investment Company - | — | — | — | $14K | 0.1% | |
| Vanguard Telecom Services Index Registered Investment Company - | — | — | — | $11K | 0.1% | |
| Vanguard Health Care Index Registered Investment Company - | — | — | — | $10K | 0.1% | |
| Vanguard Group Short-Term Bond Index Registered Investment Company - | — | — | — | $9K | <0.1% | |
| Vanguard European Stock Index Registered Investment Company - 735 Vanguard Financials Index Registered Investment Company - | — | — | — | $9K | <0.1% | |
| Vanguard Materials Index Registered Investment Company - | — | — | — | $9K | <0.1% | |
| Vanguard Energy Index Registered Investment Company - | — | — | — | $6K | <0.1% | |
| Vanguard Group Value Index Registered Investment Company - | — | — | — | $6K | <0.1% | |
| Vanguard Group Long-Term Bond Index Registered Investment Company - 437 Vanguard Group Mid-Cap Growth Index Registered Investment Company - | — | — | — | $4K | <0.1% | |
| Vanguard Group Small-Cap Index Registered Investment Company - | — | — | — | $2K | <0.1% | |
| Vanguard Group Small-Cap Growth Index Registered Investment Company - | — | — | — | $2K | <0.1% | |
| Vanguard International Equity Index Registered Investment Company - | — | — | — | $2K | <0.1% |