Retirement plan

LAB57, INC. RETIREMENT PLAN

Name: LAB57, INC. - LAB57, INC. RETIREMENT PLAN (2025) Form 5500
Creator: LAB57, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LAB57, INC. RETIREMENT PLAN, LAB57, INC.

LAB57, INC.EIN 46-4920260Plan #001PY 2025

2750 E. REGAL PARK DR. - ANAHEIM, CA 92806714-858-1856

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$175K

+64.2% from 2024

Total participants

+40.0% from 2024

Average account balance

$29,239

+36.9% from 2024

Annual return

21.66%

+9.84 pp from 2024

Benchmarks

See 44,465 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort44,465 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$175K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$29K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$46K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+21.66%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$274

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$274 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.935%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$29,239

$111,535-73.8%

$105,223-72.2%

$137,256-78.7%

Participation rate

83.3%

78.1%+5.2pp

75.0%+8.3pp

80.0%+3.4pp

Annual return

21.66%

237.85%-216.2pp

180.65%-159.0pp

220.34%-198.7pp

Employer contribution / active EE

$2,478

$3,939-37.1%

$3,689-32.8%

$4,156-40.4%

Participant deferral / active EE

$5,271

$5,500-4.2%

$5,072+3.9%

$6,407-17.7%

Admin fee / account holder

$274

$9,721-97.2%

$8,859-96.9%

$12,270-97.8%

LAB57, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LAB57, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion