Mv Transportation, Inc. 401(k) Plan
Sponsored by Mv Transportation, Inc. · EIN 942491705 · Plan #001
- Total assets
- $41.2M
- Net assets
- $41.2M
- Active participants
- 7,211
- With balances
- 1,652
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $161,677 |
| Creative Planning Llc | Investment advisory (plan) | $44,440 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $16,455 |
| Usisouthwestinc | Consulting (general) | $15,515 |
| Eisner Ampner Llp | Accounting | $15,488 |
| Graphicorp Llc | Consulting (general) | $14,616 |