Plan Ledger DOL Form 5500 · updated monthly

Mvo Holdings, LLC401(k)

MVO HOLDINGS RETIREMENT SAVINGS PLAN · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Mvo Holdings, LLC reported $68,985 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $4,455 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 0.39% to 0.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 907th-largest of 3,295 plans among Ohio employers on file, and the 1,437th of 5,337 in construction. In 2024, employees put in $2.37 for every $1.00 the employer contributed; active participation has shrunk from 181 to 146 since 2022.

Plan summary
Net assets, end of year$32,944,688
Participants with balances286
Active participants146
Employer contributions$650,453
Employee contributions$1,540,103
Employer contribution per active participant$4,455
Average account balance$115,191
Benefits paid to participants$1,583,099
Plan auditUnmodified (clean) audit opinion
AuditorBRADY, WARE & SCHOENFELD, INC
Plan history3
Yearassets · accounts · employer contribution
2024$32.9M · 286 accts · $650K emplr
2023$28.3M · 312 accts · $688K emplr
2022$23.8M · 333 accts · $911K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$45,793
Investment management$3,578
Total administrative$68,985
The Mvo Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$4,455
Median for plans this size$2,416
2024$4,455 per active participant
2023$4,528 per active participant
2022$5,033 per active participant

Mvo Holdings, LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$45,793
HIGHLAND CONSULTING ASSOCIATES, INC · Consulting$17,251

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$68,985 · 0.23%
2023$76,615 · 0.29%
2022$103,238 · 0.39%
Same employer
Similar plansConstruction · Ohio
Jhi Group Inc. OH$37.3M · 0.37%
Perfection Group, Inc. OH$35.1M · 0.03%
Gerken Materials, Inc. OH$31.4M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 832787674 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.