Plan Snapshot
- Plan Sponsor: Trustees Of Construction Industry Laborers Smart Fund
- Sponsor EIN: 471182916
- Sponsor Address: PO BOX 909500, KANSAS CITY, MO, 641909500
- Plan Type: DC
- Total Participants: 9,416
- Total Assets: $46.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 9,416 | $46.3M | $10.0M | $0 |
| 2023 | 3,100 | $33.2M | $5.8M | $0 |
| 2022 | 2,691 | $24.1M | $4.9M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| RUBINBROWN LLP | Auditor | $16,500 | — | $16,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUBINBROWN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,500
- Estimated Expense Ratio: 0.036% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $438,907 | $123,757 | $216,753 | $16,500 | — |
| 2023 | $256,229 | $113,194 | $71,760 | $16,500 | — |
| 2022 | $199,702 | $71,985 | — | — | $127,717 |