Ohio Valley Residential Services' EIN is 31-0834124.
Download the official 2024 Form 5500 (PDF) for Ohio Valley Residential Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ohio Valley Residential Services' plan includes a 403(b) annuity, ERISA 404(c) participant direction, profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN ADVISORS LTD | 63-1156117 | CINCINNATI, OH | NONE | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTH AMERICAN KTRADE ALLIANCE, LLC | 32-0169227 | PLYMOUTH, IN | NONE | $13K | — |
| LATITUDE SERVICE COMPANY, INC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard FTSE Developed Markets Index Fund ETF Mutual Funds | Common Collective Trusts | — | — | $565K | 13.7% | |
| Schwab U.S. Large-Cap Growth ETF Mutual Funds | Mutual Funds | — | — | $544K | 13.1% | |
| Vanguard Value Index Fund ETF Mutual Funds | Common Collective Trusts | — | — | $501K | 12.1% | |
| Vanguard Intermediate-Term Bond Index Fund ETF Mutual Funds | Common Collective Trusts | — | — | $483K | 11.7% | |
| Vanguard Mid-Cap Index Fund ETF Shares Mutual Funds | Common Collective Trusts | — | — | $411K | 9.9% | |
| Vanguard Long-Term Corporate Bond Index Fund ETF Shares Mutual Funds | Common Collective Trusts | — | — | $244K | 5.9% | |
| Vanguard Small-Cap Index Fund ETF Shares Mutual Funds | Common Collective Trusts | — | — | $238K | 5.8% | |
| iShares 0-5 Year TIPS Bond ETF Mutual Funds | Other securities | — | — | $206K | 5.0% | |
| iShares Core International Aggregate Bond ETF Mutual Funds | Other securities | — | — | $176K | 4.3% | |
| Participant Notes Receivable Interest 3.25% - 8.50% | Bonds / Notes | — | — | $166K | 4.0% | |
| Columbia EM Core ex-China ETF Mutual Funds | Other securities | — | — | $117K | 2.8% | |
| SPDR Portfolio Emerging Markets ETF Mutual Funds | Other securities | — | — | $116K | 2.8% | |
| iShares 0-5 Year Investment Grade Corporate Bond Mutual Funds | Other securities | — | — | $114K | 2.8% | |
| iShares Ultra Short-Term Bond ETF Mutual Funds | Other securities | — | — | $104K | 2.5% | |
| Invesco S&P 500 Equal Weight Real Estate ETF Mutual Funds | Common Collective Trusts | — | — | $83K | 2.0% | |
| Vanguard Federal Money Market Fund Mutual Funds | Mutual Funds | — | — | $63K | 1.5% | |
| Schwab US TIPS ETF Mutual Funds | Mutual Funds | — | — | $5K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 82-1371994 |
| PLYMOUTH, IN |
| NONE |
| $10K |
| — |
