Daniel Brown signed Upper Ohio Valley Laborers Security Fund's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Upper Ohio Valley Laborers Security Fund's EIN is 34-1955554.
Download the official 2023 Form 5500 (PDF) for Upper Ohio Valley Laborers Security Fund from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Upper Ohio Valley Laborers Security Fund's plan includes profit-sharing, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CERITY PARTNERS RETIREMENT SVCS | — | NEW YORK, NY | INVESTMENT CONSULTANT | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL TRUST COMPANY | — | DES MOINES, IA | CONTRACT ADMINISTRATOR | $54K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $8.6M | 94.3% | |
| [Assets held in common collective trust] | Other | — | — | $282K | 3.1% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $282K | 3.1% |
| CW BREITSMAN ASSOCIATES LLC | — | PITTSBURGH, PA | THIRD PARTY ADMINISTRATOR | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| YURCHYK & DAVIS CPA'S, INC. | 34-1638235 | — | AUDITOR | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MACALA & PIATT, LLC | — | NORTH CANTON, OH | ATTORNEY | $13K | — |
