Filings through .
4 of 17 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
High cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Low assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$209K in admin expenses, $116 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
8 funds of $250K or more; 9 lines in all, holding $35.6M of the plan's $40.7M. Recordkeeper: Laborers Fund Administration.
| Fund | Dollars | % of funds% |
|---|---|---|
| Invesco Stable Value Trust Invesco · Stable value Stable value | $11.2M | 31.4% |
| NIS Intermediate Fixed Income Fund National Investment Services · Collective trust | $7.0M | 19.6% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.4M | 15.3% |
| Financial Square Trust Government Institutional Class Manager not matched · Money market | $4.1M | 11.5% |
| Nuveen Floating Rate Income Fund Class I TIAA (Nuveen) · Mutual fund | $3.4M | 9.7% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 5.3% |
| Commingled Fund Sun Life (BentallGreenOak) · Collective trust | $1.4M | 3.8% |
| Asb Allegiance Real Estate Fund ASB Capital Management · Collective trust | $1.2M | 3.4% |
| Blackrock Select Treasury Based Liquidity Fund BlackRock · Mutual fund | $410 | <0.1% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 7 by compensation.
| Provider | Compensation |
|---|---|
LABORERS FUND ADMINISTRATION10+ years Filed as: LABORERS LOCAL 231 H&W FUND Service code 13 · EIN 37-6031467 Contract Administrator | $128,423 |
NATIONAL INVESTMENT SERVICES10+ years Filed as: NATIONAL INVESTMENT SERVICES, INC Service code 28 · EIN 84-3937993 Investment Management | $15,968 |
CHEVY CHASE TRUST COMPANY10+ years Service code 28 · EIN 52-2037618 Investment Management | $12,080 |
ROMOLO & ASSOCIATES, LLC6 years Service code 10 · EIN 84-2885766 Accounting | $11,088 |
MARQUETTE ASSOCIATES10+ years Service code 27 · EIN 36-3485298 Advisory (Plan) | $11,042 |
CAVANAGH & O'HARA5 years Service code 29 · EIN 37-1259635 Legal | $5,098 |
COMMERCE BANK1 year Filed as: COMMERCE TRUST COMPANY Service code 19 · EIN 48-0962626 Securities Custodian | $5,015 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
2 contacts
10 filings · 2016 to 2025