Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MVP PLAN ADMINISTRATORS INC
EIN 56-2263714accountingLatest filing 2025
Plans
2
Retirement
2
$10.7M assets
Welfare
0
Participants
64
300 SOUTH MAIN STREET, STE 328 - HOLLY SPRINGS, NC 27540919-465-2220mvpplanadmin.comLinkedIn11-50 employeesaccounting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.7M assets / 64 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
MY PLAN TO MARGARITAS AND SUNSHINE
401k
Assets$9.3M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MY OTHER PLAN TO MARGARITAS AND SUNSHINE
CashBalance
Assets$1.3M
Participants27
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 | MY PLAN TO MARGARITAS AND SUNSHINE | 401k | $9.3M | 37 | 2025 | |
| 002 | MY OTHER PLAN TO MARGARITAS AND SUNSHINE | CashBalance | $1.3M | 27 | 2025 |
Retirement plans