AUMdb

Ohio Valley Electrical Services, Inc. 401(k) Retirement Plan

Sponsored by Ohio Valley Electrical Services, Inc. · EIN 010706901 · Plan #001

Total assets
$14.9M
Net assets
$14.9M
Active participants
155
With balances
153

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Lpl Financial Llc CRD 6413 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Proaccount Investment advisory (participants) $20,989
Nationwide Contract administrator, Recordkeeping, Custodial (other) $17,923
Iron Fiduciary Named fiduciary $8,531
Blue Ridge Esop Associates Direct payment from the plan, Other commissions, Distribution (12b-1) fees $2,125
Lpl Financial Llc Investment management $0