Upper Ohio Valley Laborers Security Fund
Sponsored by Upper Ohio Valley Laborers Security Fund · EIN 341955554 · Plan #001
- Total assets
- $10.1M
- Net assets
- $10.1M
- Active participants
- 732
- With balances
- 754
Plan year beginning 07/01/2024 · Profit-sharing, Default investment account (QDIA)
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 |
|---|---|---|
| Principal Trust Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $54,381 |
| Yurchyk & Davis Cpa's, Inc. | Accounting | $25,448 |
| Cerity Partners | Consulting (general) | $24,000 |
| Macala & Piatt, Llc | Legal | $22,973 |
| Cw Breitsman Associates Llc | Contract administrator, Recordkeeping | $21,600 |