# Upper Ohio Valley Laborers Security Fund DC Plan
Source: https://planprovider.pro/companies/upper-ohio-valley-laborers-security-fund-plan

> Upper Ohio Valley Laborers Security Fund&#39;s DC plan: 819 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Upper Ohio Valley Laborers Security Fund

- **Sponsor EIN:** 341955554

- **Sponsor Address:** THREE GATEWAY CENTER, SUITE 1625, PITTSBURGH, PA, 15222

- **Plan Type:** DC

- **Total Participants:** 819

- **Total Assets:** $9.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|819|$9.1M|$0|$0|

| 2023|818|$8.3M|$0|$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|

| YURCHYK & DAVIS CPA'S, INC.|Auditor|$9,900|—|$9,900|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $9,900

- **Estimated Expense Ratio:** 0.109% 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|$199,056|$24,000|$21,600|$9,900|—|

| 2023|$233,032|$81,871|$20,400|—|$32,833|

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