Christopher Barrios signed MVM, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MVM, Inc.'s EIN is 95-3396082.
Download the official 2024 Form 5500 (PDF) for MVM, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MVM, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $402K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLAN SPONSOR ADVISER, LLC | 54-1995014 | — | CONSULTANT | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Collective Investment Trust American Funds Trgt Dte Rtm 2035 R6 Fund Registered Investment Company | Common Collective Trusts | — | — | $8.5M | 10.3% | |
| American Funds Trgt Dte Rtm 2055 R6 Fund Registered Investment Company | Mutual Funds | — | — | $8.0M | 9.6% | |
| American Funds Trgt Dte Rtm 2060 R6 Fund Registered Investment Company | Mutual Funds | — | — | $7.7M | 9.3% | |
| American Funds Trgt Dte Rtm 2030 R6 Fund Registered Investment Company | Mutual Funds | — | — | $7.7M | 9.3% | |
| American Funds Trgt Dte Rtm 2040 R6 Fund Registered Investment Company | Mutual Funds | — | — | $7.3M | 8.8% | |
| American Funds Trgt Dte Rtm 2050 R6 Fund Registered Investment Company | Mutual Funds | — | — | $7.1M | 8.5% | |
| American Funds Trgt Dte Rtm 2045 R6 Fund Registered Investment Company | Mutual Funds | — | — | $6.0M | 7.2% | |
| American Funds Trgt Dte Rtm 2025 R6 Fund Registered Investment Company | Mutual Funds | — | — | $4.5M | 5.4% | |
| American Funds Trgt Dte Rtm 2020 R6 Fund Registered Investment Company | Mutual Funds | — | — | $3.2M | 3.8% | |
| T. Rowe Price Bl Chip Gr I Fund Registered Investment Company | Mutual Funds | — | — | $3.1M | 3.7% | |
| American Funds Trgt Dte Rtm 2065 R6 Fund Registered Investment Company | Mutual Funds | — | — | $2.9M | 3.5% | |
| Interest rates ranging from * Participant Loans 4.25% - 9.50% $- | Bonds / Notes | — | — | $2.7M | 3.3% | |
| BlackRock Equity Index Fund Class 1 Collective Investment Trust | Common Collective Trusts | — | — | $2.7M | 3.2% | |
| BLACKROCK EQTY INDX FD CLASS 1 GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $2.7M | 3.2% | |
| Fully Benefit-Responsive Investment Contract Fixed income guaranteed option Pooled Separate Accounts | Pooled Separate Accounts | — | — | $1.5M | 1.7% | |
| American Funds Trgt Dte Rtm 2015 R6 Fund Registered Investment Company | Mutual Funds | — | — | $1.0M | 1.2% | |
| Vanguard Sel Value Inv Fund Registered Investment Company | Mutual Funds | — | — | $758K | 0.9% | |
| Fidelity Adv Small Cap Gr Z Fund Registered Investment Company | Mutual Funds | — | — | $662K | 0.8% | |
| Principal Mid Cap S&P 400 Index SA-Z Pooled Separate Accounts | Pooled Separate Accounts | — | — | $518K | 0.6% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $518K | 0.6% | |
| DFA US Large Cap Value I Fund Registered Investment Company | Mutual Funds | — | — | $484K | 0.6% | |
| American Funds Trgt Dte Rtm 2010 R6 Fund Registered Investment Company | Mutual Funds | — | — | $459K | 0.6% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $425K | 0.5% | |
| American Funds NewPrsp R6 Fund Registered Investment Company | Mutual Funds | — | — | $359K | 0.4% | |
| JanusHenderson Entrprs N Registered Investment Company | Common Stocks | — | — | $317K | 0.4% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $261K | 0.3% | |
| PGIM Total Ret Bond R6 Fund Registered Investment Company | U.S. Treasuries | — | — | $183K | 0.2% | |
| PIMCO Income Institutional Fund Registered Investment Company | Mutual Funds | — | — | $175K | 0.2% | |
| Vanguard Fed Money Mrkt Inv Fd Registered Investment Company | Mutual Funds | — | — | $175K | 0.2% | |
| BLACKROCK EAFE EQ INDX FD CL 1 GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $148K | 0.2% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $141K | 0.2% | |
| BlackRock High Yld Bond K Fund Registered Investment Company | Common Stocks | — | — | $118K | 0.1% | |
| American Funds NewWorld R6 Registered Investment Company | Mutual Funds | — | — | $112K | 0.1% | |
| Harbor Small Cp Value Instl Fund Registered Investment Company | Common Stocks | — | — | $99K | 0.1% | |
| BlackRock Global Alloc K Fund Registered Investment Company | Common Stocks | — | — | $60K | <0.1% | |
| BlackRock US Debt Index Fund Class 1 Collective Investment Trust | Common Collective Trusts | — | — | $52K | <0.1% | |
| BLACKROCK US DBT IDX FD CL 1 GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $52K | <0.1% | |
| (E) | Other securities | — | — | $1K | <0.1% | |
| American Funds Trgt Dte Rtm 2070 R6 Fund Collective Investment Trust | Common Collective Trusts | — | — | $1K | <0.1% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
