Plan Ledger DOL Form 5500 · updated monthly

Mv Transportation, Inc.401(k)

MV TRANSPORTATION, INC. 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.70%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Mv Transportation, Inc. reported $268,190 in plan administrative expenses for 2024: 0.70% of average plan assets, higher than ~90% of peers. Employer contributions averaged $107 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.76% to 0.70%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 1,211th-largest of 5,688 plans among Texas employers on file, and the 435th of 2,677 in transportation & warehousing. In 2024, employees put in $8.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$41,195,747
Participants with balances1,652
Active participants7,211
Employer contributions$770,632
Employee contributions$6,436,033
Employer contribution per active participant$107
Average account balance$24,937
Benefits paid to participants$6,227,189
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$41.2M · 1,652 accts · $771K emplr
2023$35.4M · 1,449 accts · $420K emplr
2022$30.8M · 1,360 accts · $433K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$161,677
Investment management$60,894
Audit (IQPA)$15,488
Total administrative$268,190
The Mv Transportation, Inc. 401(k) match · 2024
Employer contribution per active participant$107
Median for plans this size$2,416
2024$107 per active participant
2023$69 per active participant
2022$65 per active participant

Mv Transportation, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20246
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$161,677
CREATIVE PLANNING LLC · Investment advisory (plan)$44,440
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$16,455
USISOUTHWESTINC · Consulting$15,515
EISNER AMPNER LLP · Accounting / audit$15,488
GRAPHICORP LLC · Consulting$14,616

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$268,190 · 0.70%
2023$249,319 · 0.75%
2022$251,012 · 0.76%
Same employer
Similar plansTransportation & Warehousing · Texas
Greyhound Lines, Inc. TX$55.4M · 0.23%
Lbc Houston L.P. TX$50.9M · 0.48%
Omni Logistics, LLC TX$50.6M · 0.42%
Trimac Transportation Inc. TX$39.2M · 0.22%
South Bow USA Services Inc. TX$38.3M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942491705 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.