Ohio Valley Residential Services 403 B Plan
Sponsored by Ohio Valley Residential Services · EIN 310834124 · Plan #002
- Total assets
- $4.1M
- Net assets
- $4.1M
- Active participants
- 159
- With balances
- 70
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Retirement Plan Advisors Ltd CRD 158882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Retirement Plan Advisors Ltd | Investment advisory (plan), Direct payment from the plan | $16,765 |
| North American Ktrade Alliance, Llc | Custodial (securities), Investment management, Recordkeeping fees | $13,077 |
| Latitude Service Company, Inc | Contract administrator, Valuation, Recordkeeping | $10,293 |