Trust Plans

MVI works exclusively with Trust Plans. While these Trust Plans file all appropriate regulatory information and follow audit procedures, MVI is not at liberty to use their names as advertising for the firm. Upon request of a potential client or in the formation of consulting agreement, MVI will be glad to approach any clients which share a commonality with potential client for the purposes of a referral. MVI does not share private or public Trust information without their permission to do so. This will apply to a consulting or other type of engagement.

MVI regards their clients’ information as private to the Trust. This, of course, includes PHI (Protected Health Information), PPACA and HIPAA information.

Readily available information can be obtained through State and Federal Agencies such as the Department of Labor M-1 filings, SAR and 5500 filings.


MVI Current Clients:

  • Public and Private School Districts/Trusts
  • Manufacturing, precision machinist and small manufacturing such as textiles and reusable items
  • Inter-modal transportation, both trucking and rail
  • Construction, Residential and High Rise Building – both public and private funding
  • Heating and Air Conditioning, HVAC
  • Food services manufacturing, packaging, delivery and distribution, Restaurant Associations, hospitality

Compliance Assistance:

  • Prevailing Wage
    • Walsh-Healey Public Contracts Act (PCA)
    • McNamara-O’Hara Service Contract Act (SCA)
    • Davis-Bacon Trusts
  • Hour and Dollar Banking Systems, Bank on It
  • Sponsoring association, financial work and regulatory compliance
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