Plan Snapshot
- Plan Sponsor: Board Of Trustees Ohio Valley Plumbers And Pipefitters Security Plan
- Sponsor EIN: 550594220
- Sponsor Address: P.O. BOX 1418, CAMBRIDGE, OH, 437251418
- Plan Type: DC
- Plan Number: 002
- Total Participants: 1,490
- Total Assets: $92.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 1,490 | $92.2M | $0 | $0 |
| 2024 | 1,415 | $77.8M | $7.0M | $0 |
| 2023 | 1,421 | $66.6M | $6.1M | $0 |
| 2022 | 538 | $57.3M | $5.5M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| THE BOGDAHN GROUP | Other Service Provider | $32,500 | — | $32,500 |
| PACKER THOMAS | Other Service Provider | $31,900 | — | $31,900 |
| CENTRAL DATA SERVICES, INC. | Other Service Provider | $31,000 | — | $31,000 |
| MACALA & PIATT, LLC | Other Service Provider | $23,678 | — | $23,678 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $119,078
- Estimated Expense Ratio: 0.129% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $6,464,404 | $32,500 | $31,000 | $31,900 | — |
| 2024 | $464,695 | $28,133 | $31,000 | $36,500 | — |
| 2023 | $263,444 | $28,188 | $28,917 | $27,000 | — |
| 2022 | $278,519 | $21,573 | $28,500 | — | $47,897 |