Back to filter
Original filing (PDF)20251015084026NAL0004090401001
MVM, INC.
Form 5500
FILING_RECEIVED
MVM, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,582
Accounts w/ balance
3,470
Plan assets (EOY)
$83.2M
Net assets (EOY)
$83.2M
How this plan invests
This plan
8 pooled trusts
Schedule D
36 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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 48 bps in Schedule C fees — 202% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MVM, INC..
Plan sponsor
Name
MVM, INC.
EIN
95-3396082
Address
19775 BELMONT EXECUTIVE PLZ STE 450 · ASHBURN, VA · 201476063
Phone
(571) 223-4500
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLAN SPONSOR ADVISER, LLC | 54-1995014 | — | CONSULTANT | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $402K | — |
Investments
32 direct securities · 8 pooled funds· $82.7M(99% 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
$75.4M
31 holdings
Mutual Funds
$3.1M
1 holding
Common Collective Trust
$2.9M
4 holdings
Pooled Separate Account
$1.3M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Collective Investment Trust American Funds Trgt Dte Rtm 2035 R6 Fund Registered Investment Company | — | — | — | $8.5M | 10.3% | |
| American Funds Trgt Dte Rtm 2055 R6 Fund Registered Investment Company | — | — | — | $8.0M | 9.6% | |
| American Funds Trgt Dte Rtm 2060 R6 Fund Registered Investment Company | — | — | — | $7.7M | 9.3% | |
| American Funds Trgt Dte Rtm 2030 R6 Fund Registered Investment Company | — | — | — | $7.7M | 9.3% | |
| American Funds Trgt Dte Rtm 2040 R6 Fund Registered Investment Company | — | — | — | $7.3M | 8.8% | |
| American Funds Trgt Dte Rtm 2050 R6 Fund Registered Investment Company | — | — | — | $7.1M | 8.5% | |
| American Funds Trgt Dte Rtm 2045 R6 Fund Registered Investment Company | — | — | — | $6.0M | 7.2% | |
| American Funds Trgt Dte Rtm 2025 R6 Fund Registered Investment Company | — | — | — | $4.5M | 5.4% | |
| American Funds Trgt Dte Rtm 2020 R6 Fund Registered Investment Company | — | — | — | $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 | — | — | — | $2.9M | 3.5% | |
| Interest rates ranging from * Participant Loans 4.25% - 9.50% $- | — | — | — | $2.7M | 3.3% | |
| BlackRock Equity Index Fund Class 1 Collective Investment Trust | — | — | — | $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 | — | — | — | $1.5M | 1.7% | |
| American Funds Trgt Dte Rtm 2015 R6 Fund Registered Investment Company | — | — | — | $1.0M | 1.2% | |
| Vanguard Sel Value Inv Fund Registered Investment Company | — | — | — | $758K | 0.9% | |
| Fidelity Adv Small Cap Gr Z Fund Registered Investment Company | — | — | — | $662K | 0.8% | |
| Principal Mid Cap S&P 400 Index SA-Z 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 | — | — | — | $484K | 0.6% | |
| American Funds Trgt Dte Rtm 2010 R6 Fund Registered Investment Company | — | — | — | $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 | — | — | — | $359K | 0.4% | |
| JanusHenderson Entrprs N Registered Investment Company | — | — | — | $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 | — | — | — | $183K | 0.2% | |
| PIMCO Income Institutional Fund Registered Investment Company | — | — | — | $175K | 0.2% | |
| Vanguard Fed Money Mrkt Inv Fd Registered Investment Company | — | — | — | $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 | — | — | — | $118K | 0.1% | |
| American Funds NewWorld R6 Registered Investment Company | — | — | — | $112K | 0.1% | |
| Harbor Small Cp Value Instl Fund Registered Investment Company | — | — | — | $99K | 0.1% | |
| BlackRock Global Alloc K Fund Registered Investment Company | — | — | — | $60K | <0.1% | |
| BlackRock US Debt Index Fund Class 1 Collective Investment Trust | — | — | — | $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) | — | — | — | $1K | <0.1% | |
| American Funds Trgt Dte Rtm 2070 R6 Fund Collective Investment Trust | — | — | — | $1K | <0.1% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using PRINCIPAL LIFE INSURANCE COMPANY
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
CHEVRON CORPORATION
CHEVRON MASTER PENSION TRUST
$12.2B
AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIES
AMERICAN EXPRESS RETIREMENT SAVINGS PLAN
$9.1B · 25,049 participants
LOWE'S COMPANIES, INC.
LOWES 401(K) PLAN
$8.6B · 263,650 participants
HDR, INC.
HDR, INC. BEST PLAN AND ESOP
$7.7B · 12,137 participants
BURNS & MCDONNELL, INC
BURNS & MCDONNELL, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$5.5B · 10,567 participants
Similar-size Admin Support & Waste Mgmt plans
EVENT SERVICES OF AMERICA, INC.
CSC EMPLOYEE STOCK OWNERSHIP PLAN
$85.3M · 3,191 participants
FIRST ADVANTAGE CORPORATION
FIRST ADVANTAGE CORPORATION 401(K) PLAN
$86.9M · 1,888 participants
PEACE OFFICERS RESEARCH ASSOC OF CA
LEGAL DEFENSE FUND OF THE PEACE OFFICERS RESEARCH ASSOC OF CA
$75.4M · 149,996 participants
GUIDEPOINT SECURITY, LLC
GUIDEPOINT SECURITY, LLC 401(K) PLAN
$71.0M · 969 participants
COVENANT AVIATION SECURITY, LLC
COVENANT RETIREMENT PLAN
$108.1M · 2,404 participants
MAG DS CORP.
MAG DS CORP. 401K PLAN
$114.0M · 875 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B