AUMdb

Mve Group, Inc. Employee Stock Ownership Plan

Sponsored by Mve Group, Inc. · EIN 270988432 · Plan #002

Total assets
$14.2M
Net assets
$12.4M
Active participants
118
With balances
179

Plan year beginning 01/01/2024 · Stock bonus

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transition Finance Strategies, Llc Recordkeeping fees $14,405
Saxton & Stump Llc Legal $13,808
Shareholder Strategies, Inc. Investment management $4,000