Plan Snapshot
- Plan Sponsor: Ohio Valley Electric Corporation
- Sponsor EIN: 314392702
- Sponsor Address: 3932 US ROUTE 23, PIKETON, OH, 456610468
- Plan Type: DB
- Total Participants: 391
- Total Assets: $158.4M
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. |
|---|---|---|---|---|
| 2024 | 391 | $158.4M | $5.3M | $0 |
| 2023 | 418 | $159.1M | $7.2M | $0 |
| 2022 | 437 | $182.6M | $6.2M | $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 |
|---|---|---|---|---|
| METLIFE INVESTMENT MANAGEMENT | NONE | $219,821 | — | $219,821 |
| WILLIS TOWERS WATSON | ACTUARY | $217,984 | — | $217,984 |
| WESTERN ASSET MANAGEMENT CO | NONE | $114,079 | — | $114,079 |
| PNC BANK | TRUSTEE | $41,435 | — | $41,435 |
| ADVISORY RESEARCH INVESTMENT MGMT | NONE | $27,472 | — | $27,472 |
| ACADIAN GLOBAL MANAGED VOLATILITY | NONE | $15,510 | — | $15,510 |
| ACADIAN ASSET MANAGEMENT | NONE | $9,809 | — | $9,809 |
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $646,110
- Estimated Expense Ratio: 0.408% 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 | $651,211 | $386,691 | — | — | — |
| 2023 | $583,640 | $314,957 | — | — | — |
| 2022 | $641,316 | $571,495 | — | — | — |