# Ohio Valley Electric Corporation 401(k) Plan
Source: https://planprovider.pro/companies/ohio-valley-electric-corporation-401k-plan

> Ohio Valley Electric Corporation&#39;s 401(k) plan: 539 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ohio Valley Electric Corporation

- **Sponsor EIN:** 314392702

- **Sponsor Address:** 3932 US ROUTE 23, PIKETON, OH, 456610468

- **Plan Type:** 401(k)

- **Total Participants:** 539

- **Total Assets:** $150.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|539|$150.0M|$2.6M|$6.1M|

| 2023|511|$137.6M|$1.9M|$5.4M|

| 2022|497|$127.3M|$2.0M|$5.4M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$34,436|—|$34,436|

| SIKICH CPA LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [SIKICH CPA LLC](https://planprovider.pro/provider/sikich-cpa-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $34,436

- **Estimated Expense Ratio:** 0.023% 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|

| 2024|$29,683|$34,436|—|—|—|

| 2023|$39,331|$24,555|—|—|—|

| 2022|$46,228|$23,618|—|—|—|

## Similar Plans

- [Vistra Operations Company LLC](https://planprovider.pro/companies/vistra-operations-company-llc-plan-004) — 561 participants

- [Energy Harbor Corp](https://planprovider.pro/companies/energy-harbor-corp-plan) — 587 participants

- [Ohio Valley Electric Corporation](https://planprovider.pro/companies/ohio-valley-electric-corporation-plan-001) — 391 participants

- [Indianapolis Power & Light Company](https://planprovider.pro/companies/indianapolis-power-light-company-401k-plan) — 904 participants

- [Energy Harbor Corp.](https://planprovider.pro/companies/energy-harbor-corp-401k-plan) — 2,051 participants

- [Firstenergy Corp.](https://planprovider.pro/companies/firstenergy-corp-plan-001) — 12,279 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ohio-valley-electric-corporation-401k-plan)

&copy; 2026 PlanProvider.Pro
