Back to filter
Original filing (PDF)20250127163302NAL0024700274001
MV ADVANCEMENTS
Form 5500
FILING_RECEIVED
MV ADVANCEMENTS PROFIT SHARING PLAN
401(k) retirement plan
Active participants
99
Accounts w/ balance
128
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (31 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MV ADVANCEMENTS.
Plan sponsor
Name
MV ADVANCEMENTS
EIN
93-0568833
Address
2275 NE MCDANIEL LN · MCMINNVILLE, OR · 97128
Phone
(503) 835-2971
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-01-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BERNARDS, CPA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MINNESOTA LIFE INSURANCE COMPANY | 41-0417830 | — | NONE | $11K | — |
Investments
1 pooled fund· $0(0% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | $0 | <0.1% |
Related plans
Other plans using MINNESOTA LIFE INSURANCE COMPANY
SECURIAN FINANCIAL GROUP, INC.
SECURIAN FINANCIAL GROUP, INC. RETIREMENT PLAN
$1.2B · 2,702 participants
AMERICAN ACADEMY OF PEDIATRICS
AMERICAN ACADEMY OF PEDIATRICS EMPLOYEES' RETIREMENT PLAN
$214.2M · 533 participants
EDWARD DON & COMPANY
THE EDWARD DON & COMPANY COMPREHENSIVE PROFIT SHARING AND SAVINGS PLAN
$137.2M · 193 participants
RSP ARCHITECTS, LTD
RSP ARCHITECTS, LTD. RETIREMENT SAVINGS PLAN AND TRUST
$88.4M · 320 participants
CHEMTRADE LOGISTICS
CHEMTRADE CHEMICALS CORPORATION CONSOLIDATED PENSION PLAN
$87.8M · 50 participants
MEMBER COOPERATIVES OF CHS INC
PENSION PLAN FOR COOPERATIVES
$83.8M · 830 participants
Similar-size Health Care & Social Assistance plans
CENTERPOINTE, INC.
CENTERPOINTE, INC. RETIREMENT PLAN
$3.5M · 242 participants
T. E. R. I., INC.
403(B) THRIFT PLAN OF T. E. R. I., INC.
$3.5M · 651 participants
COMPREHENSIVE CARE SOLUTIONS
COMPREHENSIVE CARE SOLUTIONS L 401(K) PROFIT SHARING PLAN & TRUST
$3.5M · 9 participants
NORTH COUNTY LIFELINE
403(B) THRIFT PLAN FOR EMPLOYEES OF NORTH COUNTY LIFELINE
$3.5M · 154 participants
EASTER SEALS NORTH GEORGIA, INC.
EASTER SEALS NORTH GEORGIA 401(K) PLAN
$3.5M · 250 participants
JOHN TRACY CLINIC
THE RETIREMENT PLAN FOR EMPLOYEES OF JOHN TRACY CENTER
$3.5M · 44 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B