Back to filter
Original filing (PDF)20251003083305NAL0001152385001
MLP VENTURES GROUP
Form 5500
FILING_RECEIVED
MLP VENTURES GROUP 401(K) PLAN
401(k) retirement plan
Signals · 2
27% in single holding~130 bps in Sched C fees
Active participants
79
Accounts w/ balance
90
Plan assets (EOY)
$9.0M
Net assets (EOY)
$9.0M
How this plan invests
This plan
1 pooled trust
Schedule D
12 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 "MORLEY INCOME FUND III" is 27% of plan.
- 130 bps in Schedule C fees — 150% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MLP VENTURES GROUP.
Plan sponsor
Name
MLP VENTURES GROUP
EIN
82-3609438
Address
2201 RENAISSANCE BLVD, SUITE 410 · KING OF PRUSSIA, PA · 19406
Phone
(610) 205-1565
Industry
Real Estatesee 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
2025-10-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MALLIE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAIN LINE FINANCIAL ADVISORS, LLC | — | RADNOR, PA | INVESTMENT MANAGER | $45K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT, LLC | 23-3038464 | — | CONTRACT ADMINISTRATOR | $21K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAILLIE LLP | — | LIMERICK, PA | INDEPENDENT AUDIT FIRM | $52K | — |
Investments
12 direct securities · 1 pooled fund· $451K(5% 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
$226K
12 holdings
Common Collective Trust
$226K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MORLEY STABLE VALUE FUND UNION BOND & TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $226K | 2.5% | |
| MORLEY INCOME FUND III | — | — | — | $61K | 0.7% | |
| MORLEY INCOME FUND I | — | — | — | $35K | 0.4% | |
| MORLEY STABLE INCOME BOND FUND | — | — | — | $32K | 0.3% | |
| MORLEY INCOME FUND IV | — | — | — | $20K | 0.2% | |
| SIA-B41 (MORLEY STABLE VALUE FUND S | — | — | — | $19K | 0.2% | |
| PRUDENTIAL CORE INTERMEDIATE BOND F | — | — | — | $17K | 0.2% | |
| PSA NO. 45-004 (SEPARATE ACCOUNT 45 | — | — | — | $16K | 0.2% | |
| GOVERNMENT SHORT TERM INVESTMENT FD | — | — | — | $8K | <0.1% | |
| ACTIVELY MANAGED FUND | — | — | — | $8K | <0.1% | |
| SIA-B45 (MORLEY INTERM STABLE VALUE | — | — | — | $7K | <0.1% | |
| MORLEY INCOME FUND II | — | — | — | $4K | <0.1% | |
| PRUDENTIAL CORE CONSERVATIVE INT BD | — | — | — | $0 | <0.1% |
Related plans
Other plans using MAILLIE LLP
VIRTUA HEALTH, INC.
VIRTUA 401(K) SAVINGS PLAN
$1.2B · 13,739 participants
VIRTUA HEALTH
VIRTUA PENSION EQUITY PLAN
$103.5M · 891 participants
FIDELITY TECHNOLOGIES CORPORATION
FIDELITY TECHNOLOGIES CORPORATION EMPLOYEES SAVINGS AND PROTECTION PLAN
$57.2M · 805 participants
PENN COMMUNITY BANK
PENN COMMUNITY BANK RETIREMENT PLAN
$43.5M · 299 participants
BEUMER CORPORATION
BEUMER 401(K) PLAN
$34.4M · 292 participants
AKRION TECHNOLOGIES, INC.
AKRION TECHNOLOGIES, INC. 401(K) PLAN
$16.7M · 80 participants
Similar-size Real Estate plans
FRIED COMPANIES, INC.
FRIED COMPANIES, INC 401(K) PLAN
$9.0M · 26 participants
ZAREMBA GROUP LLC
ZAREMBA GROUP LLC 401(K) PLAN & TRUST
$9.0M · 34 participants
FISHER ISLAND COMMUNITY ASSOCIATION, INC.
FISHER ISLAND COMMUNITY ASSOCIATION 401(K) PROFIT SHARING PLAN
$9.0M · 231 participants
AION MANAGEMENT, LLC
AION MANAGEMENT, LLC 401(K) RETIREMENT PLAN
$9.0M · 372 participants
JCG LAND SERVICES INC.
JCG LAND SERVICES INC. 401(K) PLAN
$9.1M · 75 participants
BILTMORE FARMS, LLC
BILTMORE FARMS, LLC 401(K) PLAN
$8.9M · 253 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B