Timothy Kelley signed Ohio Valley Electrical Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ohio Valley Electrical Services, Inc.'s EIN is 01-0706901.
Download the official 2024 Form 5500 (PDF) for Ohio Valley Electrical Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ohio Valley Electrical Services, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPING | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROACCOUNT | 73-0988442 | COLUMBUS, OH | INVESTMENT ADVISORY (PAR | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Prudential Global Real Estate Fund 30 ** 38 Putnam Large Cap Growth Opportunities Fund Class Y 1,368,876 | Mutual Funds | — | — | $2.3M | 15.2% | |
| Fidelity 500 Index Fund 722,964 | Common Collective Trusts | — | — | $1.7M | 11.3% | |
| MFS Research Fund 34 ** 103 * Nationwide Geneva Small Cap Growth Fund 671,272 | Mutual Funds | — | — | $1.6M | 10.9% | |
| Nationwide Fixed Select Fund 1,315,088 | Other securities | — | — | $1.4M | 9.4% | |
| Vanguard Windsor Fund Admiral 587,945 | Mutual Funds | — | — | $1.1M | 7.5% | |
| State Street Balanced Index Fund Class K 1,081,223 | Common Collective Trusts | — | — | $1.1M | 7.2% | |
| Artisan International Value Fund 640,401 | Other securities | — | — | $1.0M | 6.8% | |
| Victory Sycamore Established Value Fund 294,422 | Other securities | — | — | $703K | 4.7% | |
| Baird Core Plus Bond Fund 236,028 | Other securities | — | — | $265K | 1.8% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 4.25-9.50%, with maturities through September 2029 0 | Bonds / Notes | — | — | $238K | 1.6% | |
| Dodge & Cox International Stock Fund 108,441 | Mutual Funds | — | — | $200K | 1.3% | |
| Goldman Sachs GQG Partners International Opportunities Fund 156,383 | Other securities | — | — | $197K | 1.3% | |
| Fidelity International Index Fund 137,553 | Common Collective Trusts | — | — | $196K | 1.3% | |
| Nationwide Loomis All Cap Growth Fund 67,751 | Other securities | — | — | $184K | 1.2% | |
| Avantis U.S. Large Cap Value Fund 132,520 | Other securities | — | — | $176K | 1.2% | |
| Fidelity U.S. Bond Index Fund 159,379 | Common Collective Trusts | — | — | $165K | 1.1% | |
| JPMorgan Large Cap Growth Fund Class R6 51,768 | Other securities | — | — | $163K | 1.1% | |
| Invesco Oppenheimer International Growth Fund 57 ** 92 JPMorgan Equity Income Fund 83,234 | Mutual Funds | — | — | $155K | 1.0% | |
| Avantis Emerging Markets Equity Fund Institutional Class 138,341 | Other securities | — | — | $140K | 0.9% | |
| Nuveen Symphony High Yield Income Fund 24 ** 33 PGIM Total Return Bond Fund - Class R6 120,210 | Mutual Funds | — | — | $132K | 0.9% | |
| Nuveen Lifecycle Index 2035 Fund 77,168 | Mutual Funds | — | — | $121K | 0.8% | |
| Vanguard Total Stock Market Index Fund 32,470 | Common Collective Trusts | — | — | $108K | 0.7% | |
| American Beacon International Equity Fund 69 ** 92 American Century Short Duration Inflation Protection Bond Fund 25 ** 31 American Funds New World Fund 44,624 | Mutual Funds | — | — | $104K | 0.7% | |
| T. Rowe Price Blue Chip Growth Fund 28,172 | Other securities | — | — | $104K | 0.7% | |
| BlackRock High Yield Bond Fund 62,375 | Other securities | — | — | $102K | 0.7% | |
| Principal Global Real Estate Securities Fund Class R6 116,238 | Other securities | — | — | $98K | 0.7% | |
| MFS Mid Cap Growth Fund Class R6 49,214 | Mutual Funds | — | — | $93K | 0.6% | |
| DFA U.S. Large Cap Value Fund 59 ** 114 Diamond Hill Mid Cap Fund 49,149 | Mutual Funds | — | — | $92K | 0.6% | |
| Principal MidCap Fund Class R6 61,129 | Other securities | — | — | $80K | 0.5% | |
| Nuveen Lifecycle Index 2055 Fund 45,176 | Mutual Funds | — | — | $78K | 0.5% | |
| PIMCO Real Return Fund 48,095 | Mutual Funds | — | — | $74K | 0.5% | |
| JPMorgan Small Cap Value Fund 26 ** 42 Legal & General Commodity Strategy Fund 69,481 | Other securities | — | — | $70K | 0.5% | |
| DFA International Large Cap Growth Portfolio 60,357 | Mutual Funds | — | — | $58K | 0.4% | |
| Nuveen Lifecycle Index 2045 Fund 33,161 | Mutual Funds | — | — | $56K | 0.4% | |
| BlackRock Total Return Fund 49,217 | Other securities | — | — | $54K | 0.4% | |
| Templeton Global Bond Fund 16 ** 13 Vanguard Explorer Fund 23,041 | Mutual Funds | — | — | $50K | 0.3% | |
| Avantis U.S. Small Cap Value Fund Institutional Class 35,428 | Other securities | — | — | $49K | 0.3% | |
| AB Global Bond Fund Class Z 44,249 | Other securities | — | — | $47K | 0.3% | |
| Nuveen Lifecycle Index 2050 Fund 23,343 | Mutual Funds | — | — | $40K | 0.3% | |
| Fidelity Inflation-Protected Bond Index Fund 33,112 | Common Collective Trusts | — | — | $37K | 0.2% | |
| BlackRock Strategic Income Opportunities Fund 28,773 | Other securities | — | — | $37K | 0.2% | |
| Nuveen Lifecycle Index 2025 Fund 24,146 | Mutual Funds | — | — | $35K | 0.2% | |
| Vanguard Real Estate Index Fund 17,251 | Common Collective Trusts | — | — | $31K | 0.2% | |
| Nuveen Lifecycle Index 2040 Fund 18,498 | Mutual Funds | — | — | $30K | 0.2% | |
| Nuveen Lifecycle Index 2060 Fund 17,155 | Mutual Funds | — | — | $30K | 0.2% | |
| Columbia Select Large Cap Growth Fund 51 ** 139 DFA Emerging Markets Core Equity Fund 15,237 | Mutual Funds | — | — | $22K | 0.1% | |
| Brown Advisory Sustainable Growth Fund 13,677 | Other securities | — | — | $21K | 0.1% | |
| BlackRock 80/20 Target Allocation Fund 11,391 | Other securities | — | — | $17K | 0.1% | |
| Nuveen Lifecycle Index 2015 Fund 9,911 | Mutual Funds | — | — | $14K | <0.1% | |
| PGIM Total Return Bond Fund - Class Z 46 ** 54 PIMCO Commodity Real Return Strategy Fund 13,605 | Mutual Funds | — | — | $13K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 95-2834236 |
| SAN DIEGO, CA |
| INVESTMENT ADVISORS |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLUE RIDGE ESOP ASSOCIATES | 13-4238973 | CHARLOTTESVILLE, VA | TPA | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IRON FIDUCIARY | 99-9552241 | — | FIDUCIARY | $9K | — |
