Plan Ledger DOL Form 5500 · updated monthly

Upper Ohio Valley Laborers Security FundProfit-sharing plan

UPPER OHIO VALLEY LABORERS SECURITY FUND · PITTSBURGH, PA · plan year 2024

Reported admin expense ratio · 2024
2.64%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Upper Ohio Valley Laborers Security Fund reported $252,546 in plan administrative expenses for 2024: 2.64% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,178 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 2.99% to 2.64%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Pennsylvania (2,274th of 3,651), and 3,084th of 5,337 in construction. active participation has shrunk from 818 to 732 since 2022.

Plan summary
Net assets, end of year$10,080,243
Participants with balances754
Active participants732
Employer contributions$862,159
Employee contributions—
Employer contribution per active participant$1,178
Average account balance$13,369
Benefits paid to participants$779,904
Plan auditUnmodified (clean) audit opinion
AuditorYURCHYK & DAVIS CPA'S, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$10.1M · 754 accts · $862K emplr
2023$9.1M · 843 accts · $700K emplr
2022$8.2M · 836 accts · $765K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$128,910
Investment management$24,000
Audit (IQPA)$10,200
Trustee / custodial$55,398
Total administrative$252,546
Employer contributions to the Upper Ohio Valley Laborers Security Fund plan · 2024
Employer contribution per active participant$1,178
Median for plans this size$1,313
2024$1,178 per active participant
2023$855 per active participant
2022$935 per active participant

Upper Ohio Valley Laborers Security Fund's 2024 employer contribution ran below the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
CW BREITSMAN ASSOCIATES LLC · Contract administrator · Recordkeeping$21,600
PRINCIPAL TRUST COMPANY · Contract administrator$54,381
YURCHYK & DAVIS CPA'S, INC. · Accounting / audit$25,448
CERITY PARTNERS · Consulting$24,000
MACALA & PIATT, LLC · Legal$22,973

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024CW BREITSMAN ASSOCIATES LLC
2023CW BREITSMAN ASSOCIATES LLC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$252,546 · 2.64%
2023$199,056 · 2.31%
2022$233,032 · 2.99%
Similar plansConstruction · Pennsylvania
Hannabery Electric, Inc. PA$11.3M · 0.35%
Youngblood Paving, Inc. PA$10.5M · 0.49%
Bazella Works PA$9.7M · 0.53%
Muncy Homes, Inc. PA$9.1M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341955554 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.