Department of Labor filing

MVC MSO LLC

MVC MSO LLC 401(K) PROFIT SHARING PLAN & TRUST · For the plan year ended Dec 31, 2024

Public filing 2024 · received Jan 26, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

33filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$850

Reported employer contributions per active participant.

Higher than about 13% of comparable plans

#People in the filing

337

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$40 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 82% of comparable plans

↗Investment performance

Not available

Plan assets changed 64.2%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202433out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions13th percentileTypical peer $3,137 · based on 5,509 comparable plans

Lower reported administrative expense82nd percentileTypical peer $173 · based on 5,672 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, MVC MSO LLC reported $286,483 in employer contributions across the plan and 337 active participants. That works out to $850 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy86%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 17.7%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 17.4%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context33/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $286,483
Participant contributions: $917,387
Other contributions: $116,327
Employer share of reported contributions: 23.8%
Beginning assets: $2,449,818
Ending assets: $4,022,219
Ending net assets: $4,022,219
Ending liabilities: $0
Total income: $1,734,161
Total expenses: $161,760
Administrative expenses: $10,395
Participant loans: $0

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$1,033

2024

$850

Plan-paid administrative expenses per participant

2022

$34

2024

$40

Active participants

2022

114

2024

337

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$850	337	4M	20260126080255NAL0001646945001
2022	$1,033	114	1.1M	20251223095526NAL0011587505001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.0%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 821651632-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2018
Industry: Professional, scientific, and technical services
Amended filing: Yes
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
PAYCHEX SECURITIES CORPORATION	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20260126080255NAL0001646945001

Data sourceDOL Form 5500 bulk data ↗

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