Plan Snapshot
- Plan Sponsor: Board Of Trustees, Utah Laborers Annuity Trust Fund
- Sponsor EIN: 876135141
- Sponsor Address: 1123 PARK VIEW DR STE 200, COVINA, CA, 91724
- Plan Type: DC
- Total Participants: 1,450
- Total Assets: $47.1M
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 | 1,450 | $47.1M | $2.6M | $0 |
| 2023 | 1,314 | $43.0M | $2.2M | $0 |
| 2022 | 1,218 | $40.3M | $2.3M | $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 |
|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVC | NONE | $85,440 | — | $85,440 |
| VERUS ADVISORY, INC | NONE | $45,000 | — | $45,000 |
| PACIFIC SOUTHWEST ADMINISTRATORS | NONE | $34,788 | — | $34,788 |
| KELLEY LAW GROUP | NONE | $27,719 | — | $27,719 |
| THE SEGAL COMPANY | NONE | $26,319 | — | $26,319 |
| MILLER KAPLAN ARASE LLP | NONE | $21,500 | — | $21,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK RETIREMENT PLAN SVC — NONE
- THE SEGAL COMPANY — NONE
- MILLER KAPLAN ARASE LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $240,766
- Estimated Expense Ratio: 0.511% 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 | $278,796 | $47,287 | $34,788 | $21,500 | — |
| 2023 | $310,622 | $47,260 | $24,078 | $21,500 | — |
| 2022 | $377,500 | $54,854 | $217,516 | — | $61,289 |