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Original filing (PDF)20251014082608NAL0003371984001
MV TRANSPORTATION, INC.
Form 5500
FILING_RECEIVED
MV TRANSPORTATION, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
6 service providers
Active participants
7,211
Accounts w/ balance
1,652
Plan assets (EOY)
$41.2M
Net assets (EOY)
$41.2M
How this plan invests
This plan
5 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
65
Knocking points off
- 65 bps in Schedule C fees — 124% above peer band of 29 bps.
- Only 23% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MV TRANSPORTATION, INC..
Plan sponsor
Name
MV TRANSPORTATION, INC.
EIN
94-2491705
Address
2711 N. HASKELL · SUITE 1500 · DALLAS, TX · 75204
Phone
(972) 391-4629
Industry
Transportation & Warehousingsee 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
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
Audit & trust (Schedule H)
Auditor
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $162K | — |
Advisor / Consultant
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $44K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $16K | — |
| USISOUTHWESTINC | 76-0206321 | — | CONSULTANT | $16K | — |
| GRAPHICORP LLC | 20-4573457 | — | CONSULTANT | $15K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EISNER AMPNER LLP | 87-1363769 | — | ACCOUNTANT/AUDITOR | $15K | — |
Investments
26 direct securities · 5 pooled funds· $43.3M(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.
Uncategorized
$39.6M
26 holdings
Common Collective Trust
$3.7M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2035 Fund | — | — | — | $6.9M | 16.8% | |
| Fidelity Freedom 2030 Fund | — | — | — | $5.6M | 13.5% | |
| Fidelity Freedom 2040 Fund | — | — | — | $4.3M | 10.4% | |
| Fidelity 500 Index Fund | — | — | — | $4.1M | 9.9% | |
| Fidelity Freedom 2025 Fund | — | — | — | $3.5M | 8.5% | |
| Fidelity Freedom 2045 Fund | — | — | — | $3.0M | 7.2% | |
| Notes receivable from 5.25% - 10.5% Maturity dates range from 2025 to | — | — | — | $1.9M | 4.5% | |
| Fidelity Freedom 2020 Fund | — | — | — | $1.5M | 3.7% | |
| Great Gray Trust Co. AB Large Cap Growth Fund | — | — | — | $1.5M | 3.7% | |
| AB US LG CP GR CIT L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $1.5M | 3.7% | |
| Fidelity Freedom 2050 Fund | — | — | — | $1.4M | 3.4% | |
| Fidelity Freedom 2055 Fund | — | — | — | $1.1M | 2.6% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.1M | 2.6% | |
| Putnam Investments Putnam Large Cap Value Fund | — | — | — | $713K | 1.7% | |
| PUTN LG CP VAL TR IA PUTNAM FIDUCIARY TRUST CO · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $713K | 1.7% | |
| Fidelity Total Bond Fund | — | — | — | $695K | 1.7% | |
| Fidelity Freedom 2015 Fund | — | — | — | $629K | 1.5% | |
| Fidelity Freedom 2060 Fund | — | — | — | $569K | 1.4% | |
| MFS International Diversification Fund | — | — | — | $459K | 1.1% | |
| Fidelity Global ex U.S. Index Fund | — | — | — | $436K | 1.1% | |
| MFS MID CP GROWTH 2W GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $384K | 0.9% | |
| Fidelity US Bond Index Fund | — | — | — | $310K | 0.8% | |
| Fidelity Invesco Discovery Fund | — | — | — | $250K | 0.6% | |
| Fidelity Small-Cap Index Fund | — | — | — | $212K | 0.5% | |
| Fidelity Freedom 2065 Fund | — | — | — | $192K | 0.5% | |
| Fidelity Mid-Cap Index Fund | — | — | — | $123K | 0.3% | |
| Fidelity Government Money Market Fund 830 Allspring Special Small Cap Value Fund | — | — | — | $101K | 0.2% | |
| Fidelity Freedom Income Fund | — | — | — | $73K | 0.2% | |
| Fidelity Freedom 2010 Fund | — | — | — | $69K | 0.2% | |
| SEI Trust Company Special Mid Cap Value Fund | — | — | — | $39K | <0.1% | |
| AS SPEC MD CP VAL MD SEI TRUST COMPANY · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $39K | <0.1% |
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