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Original filing (PDF)20251013120920NAL0001901616001
OHIO VALLEY PHYSICIANS, INC.
Form 5500
FILING_RECEIVED
OHIO VALLEY PHYSICIANS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
26% in single holdingNo recordkeeper disclosed
Active participants
200
Accounts w/ balance
334
Plan assets (EOY)
$11.8M
Net assets (EOY)
$11.8M
How this plan invests
This plan
22 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
87
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Principal Principal LifeTime Hybrid 2040 CIT Z -" is 26% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OHIO VALLEY PHYSICIANS, INC..
Plan sponsor
Name
OHIO VALLEY PHYSICIANS, INC.
EIN
31-1778412
Address
300-B 8TH ST, STE 201 · HUNTINGTON, WV · 25701
Phone
(304) 429-1088
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KELLEY GALLOWAY SMITH GOOLSBY, PSC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES INC | 59-1237041 | — | INVESTMENT ADVISORY | $7K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $20K | — |
| M2B RETIREMENT CONSULTING, LLC | 81-3989034 | — | CONTRACT ADMINISTRATOR | $8K | — |
Investments
11 direct securities · 22 pooled funds· $11.5M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$10.6M
21 holdings
Uncategorized
$928K
11 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.8M | 24.0% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.4M | 12.2% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.3M | 11.3% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.1M | 9.3% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $1.1M | 9.3% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $988K | 8.4% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $577K | 4.9% | |
| Principal BlackRock Equity Index Fund Class 1 - | — | — | — | $364K | 3.1% | |
| BLACKROCK EQTY INDX FD CLASS 1 GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $364K | 3.1% | |
| JPMorgan Large Cap Growth Fund - | — | — | — | $354K | 3.0% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $329K | 2.8% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $279K | 2.4% | |
| Principal LifeTime Income CIT Z - 543 * Participant Loans Participant Loans - 5.50% to 10.50% - | — | — | — | $126K | 1.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $94K | 0.8% | |
| BLACKROCK MID CAP EQ IDX CL 1 GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $39K | 0.3% | |
| BLACKROCK RUSS 2000 IDX CL R GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $28K | 0.2% | |
| Fidelity Advisor International Growth Fund - | — | — | — | $18K | 0.2% | |
| Diamond Hill Diamond Hill Core Bond Fund - | — | — | — | $17K | 0.1% | |
| MYWAYRETIREMENT MID CAP VAL R GREAT GRAY TRUST COMPANY · EIN 38-7264528 / PN 691 | Common Collective Trust | — | — | $11K | <0.1% | |
| Dodge & Cox Dodge & Cox International Stock Fund - | — | — | — | $10K | <0.1% | |
| GQG Partners GQG Partners Emerging Markets Equity Fund - | — | — | — | $10K | <0.1% | |
| American Funds New Perspective Fund - | — | — | — | $7K | <0.1% | |
| PUTNAM LARGE CAP VALUE I TRUST PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $7K | <0.1% | |
| PIMCO Income Fund - | — | — | — | $7K | <0.1% | |
| Vanguard Real Estate Index Fund - | — | — | — | $7K | <0.1% | |
| DFA Inflation Protected Securities Portfolio - | — | — | — | $7K | <0.1% | |
| BLACKROCK EAFE EQ IDX CL R FD GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $7K | <0.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $6K | <0.1% | |
| MYWAYRETIREMENT SM CAP GRTH R GREAT GRAY TRUST COMPANY · EIN 83-3963451 / PN 650 | Common Collective Trust | — | — | $6K | <0.1% | |
| MYWAYRETIREMENT GLOBAL BOND R GREAT GRAY TRUST COMPANY · EIN 38-7264531 / PN 694 | Common Collective Trust | — | — | $4K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $543 | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $0 | <0.1% |
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