Plan Snapshot
- Plan Sponsor: Mvt Holdings, LLC
- Sponsor EIN: 261875312
- Sponsor Address: 3590 W. PICACHO, LAS CRUCES, NM, 88007
- Plan Type: 401(k)
- Total Participants: 2,670
- Total Assets: $39.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,670 | $39.1M | $2.0M | $3.6M |
| 2023 | 2,775 | $34.1M | $1.9M | $3.5M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BEASLEY, MITCHELL & CO. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $191,738 | $164,338 | $27,400 | — | — |
| 2023 | $172,295 | $146,563 | $25,732 | — | — |