Scott Baker signed MV Transportation, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MV Transportation, Inc.'s EIN is 94-2491705.
Download the official 2024 Form 5500 (PDF) for MV Transportation, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MV Transportation, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $162K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $44K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $6.9M | 16.8% | |
| Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $5.6M | 13.5% | |
| Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $4.3M | 10.4% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $4.1M | 9.9% | |
| Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $3.5M | 8.5% | |
| Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $3.0M | 7.2% | |
| Notes receivable from 5.25% - 10.5% Maturity dates range from 2025 to | Bonds / Notes | — | — | $1.9M | 4.5% | |
| Fidelity Freedom 2020 Fund | Mutual Funds | — | — | $1.5M | 3.7% | |
| Great Gray Trust Co. AB Large Cap Growth Fund | Common Stocks | — | — | $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 | Mutual Funds | — | — | $1.4M | 3.4% | |
| Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $695K | 1.7% | |
| Fidelity Freedom 2015 Fund | Mutual Funds | — | — | $629K | 1.5% | |
| Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $569K | 1.4% | |
| MFS International Diversification Fund | Mutual Funds | — | — | $459K | 1.1% | |
| Fidelity Global ex U.S. Index Fund | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $310K | 0.8% | |
| Fidelity Invesco Discovery Fund | Mutual Funds | — | — | $250K | 0.6% | |
| Fidelity Small-Cap Index Fund | Common Collective Trusts | — | — | $212K | 0.5% | |
| Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $192K | 0.5% | |
| Fidelity Mid-Cap Index Fund | Common Collective Trusts | — | — | $123K | 0.3% | |
| Fidelity Government Money Market Fund 830 Allspring Special Small Cap Value Fund | Mutual Funds | — | — | $101K | 0.2% | |
| Fidelity Freedom Income Fund | Mutual Funds | — | — | $73K | 0.2% | |
| Fidelity Freedom 2010 Fund | Mutual Funds | — | — | $69K | 0.2% | |
| SEI Trust Company Special Mid Cap Value Fund | Common Stocks | — | — | $39K | <0.1% | |
| AS SPEC MD CP VAL MD SEI TRUST COMPANY · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $39K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $16K | — |
| USISOUTHWESTINC | 76-0206321 | — | CONSULTANT | $16K | — |
| GRAPHICORP LLC | 20-4573457 | — | CONSULTANT | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EISNER AMPNER LLP | 87-1363769 | — | ACCOUNTANT/AUDITOR | $15K | — |
