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Original filing (PDF)20250408134508NAL0010015859006
UPPER OHIO VALLEY LABORERS SECURITY FUND
Form 5500
FILING_RECEIVED
UPPER OHIO VALLEY LABORERS SECURITY FUND
Defined-contribution retirement plan
Signals · 2
~142 bps in Sched C feesNo recordkeeper disclosed
Active participants
819
Accounts w/ balance
843
Plan assets (EOY)
$9.1M
Net assets (EOY)
$9.1M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 142 bps in Schedule C fees — 174% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UPPER OHIO VALLEY LABORERS SECURITY FUND.
Plan sponsor
Name
UPPER OHIO VALLEY LABORERS SECURITY FUND
EIN
34-1955554
Address
THREE GATEWAY CENTER, SUITE 1625 · 401 LIBERTY AVENUE · PITTSBURGH, PA · 15222
Phone
(412) 325-2200
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-08
Pension benefit codes
2E · Profit-sharing
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
YURCHYK & DAVIS CPA'S, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CERITY PARTNERS RETIREMENT SVCS | — | NEW YORK, NY | INVESTMENT CONSULTANT | $24K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL TRUST COMPANY | — | DES MOINES, IA | CONTRACT ADMINISTRATOR | $54K | — |
| CW BREITSMAN ASSOCIATES LLC | — | PITTSBURGH, PA | THIRD PARTY ADMINISTRATOR | $22K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| YURCHYK & DAVIS CPA'S, INC. | 34-1638235 | — | AUDITOR | $16K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MACALA & PIATT, LLC | — | NORTH CANTON, OH | ATTORNEY | $13K | — |
Investments
1 pooled fund· $282K(3% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | $282K | 3.1% |