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Form 5500 · Retirement plan · BLUE ASH, OH

OHIO VALLEY ELECTRICAL SERVICES, INC.

The filing calls this plan OHIO VALLEY ELECTRICAL SERVICES, INC. 401(K) RETIREMENT PLAN.

OHIO VALLEY ELECTRICAL SERVICES, INC. of BLUE ASH, OH's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 01-0706901 · plan 001 · plan year 2024, filed Oct 13, 2025

Participants at the start of the year
170
Contracts on file
1
Contract value
$1,402,798
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with NATIONWIDE LIFE INSURANCE COMPANY.

The contracts held $1,402,798 at the end of the plan year, as reported on Schedule A.

$3,547 in agent commissions is disclosed across the contracts; LPL FINANCIAL CORPORATION is the agent of record.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
NATIONWIDE LIFE INSURANCE COMPANYAnnuity / GIC155December$1,402,798$3,547

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
OHIO VALLEY ELECTRICAL SERVICES, INC.
EIN 01-0706901
LPL FINANCIAL LLC
INVESTMENT ADVISORS · EIN 95-2834236
$0
paid directly by the plan
PROACCOUNT
INVESTMENT ADVISORY (PAR · EIN 73-0988442
$20,989
paid directly by the plan
BLUE RIDGE ESOP ASSOCIATES
TPA · EIN 13-4238973
$2,125
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 203 employees, 3 recordable cases, 0 days away from work.

EmployeesThe company's own average for the year
203
Hours worked
397,495
Recordable cases
3
Days away from work
0

Source: OSHA Injury Tracking Application establishment data, 2025.

What the plan holds

Plan assets at year end
$14,936,167
Paid out in benefits
$788,851
Participants at the start of the year
170
Participants with account balances
153

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 35-1090346
KATZ, SAPPER & MILLER, LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

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