Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MV FINANCIAL GROUP, INC.
EIN 52-1480475Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$9.2M assets
Welfare
0
Participants
26
3 BETHESDA METRO CTR STE 650 - BETHESDA, MD 20814301-656-6545
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.2M assets / 26 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MV FINANCIAL GROUP RETIREMENT SALARY SAVINGS PLAN
401k
Assets$5.7M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MV FINANCIAL GROUP, INC. CASH BALANCE PLAN
CashBalance
Assets$3.5M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MV FINANCIAL GROUP RETIREMENT SALARY SAVINGS PLAN | 401k | $5.7M | 14 | 2025 | |
| 002 | MV FINANCIAL GROUP, INC. CASH BALANCE PLAN | CashBalance | $3.5M | 12 | 2024 |
Retirement plans