UPPER OHIO VALLEY LABORERS SECURITY FUND

Plan Contact

  • Address: THREE GATEWAY CENTER, SUITE 1625,,PITTSBURGH,PA
  • Contact person: DANIEL BROWN
  • Phone: (412) 325-2200

Plan General Information

UPPER OHIO VALLEY LABORERS SECURITY FUND Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of UPPER OHIO VALLEY LABORERS SECURITY FUND is $8,264,888.00.This plan was established in 2001.

UPPER OHIO VALLEY LABORERS SECURITY FUND Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in UPPER OHIO VALLEY LABORERS SECURITY FUND is 814

UPPER OHIO VALLEY LABORERS SECURITY FUND Average Participant Retirement Account Value

In 2023, the average participant retirement account value for UPPER OHIO VALLEY LABORERS SECURITY FUND is $10,153.00

UPPER OHIO VALLEY LABORERS SECURITY FUND Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in UPPER OHIO VALLEY LABORERS SECURITY FUND is approximately $939.00
Investing in this additonal $939.00 for 20 years would give you extra $60,155.00, assuming a 10% annual return.

UPPER OHIO VALLEY LABORERS SECURITY FUND Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of UPPER OHIO VALLEY LABORERS SECURITY FUND is 11.10%.

UPPER OHIO VALLEY LABORERS SECURITY FUND Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for UPPER OHIO VALLEY LABORERS SECURITY FUND is 11.41%. This measures the effectiveness of the plan participants' investments in the year.

UPPER OHIO VALLEY LABORERS SECURITY FUND Expense Ratio

In 2023, the investment and administrative expense ratio of UPPER OHIO VALLEY LABORERS SECURITY FUND is 2.82%.

Enrollment Features

UPPER OHIO VALLEY LABORERS SECURITY FUND has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …