Back to filter
Original filing (PDF)20251008070032NAL0005203633001
K. S. LAFORGE EXCAVATING, INC.
Form 5500-SF
FILING_RECEIVED
LAFORGE ENTERPRISES 401(K) PLAN
401(k) retirement plan
Active participants
26
Accounts w/ balance
13
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- 50% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for K. S. LAFORGE EXCAVATING, INC..
Plan sponsor
Name
K. S. LAFORGE EXCAVATING, INC.
EIN
16-1238250
Address
PO BOX 425 · WELLSVILLE, NY · 14895
Phone
(585) 593-6177
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Construction plans
REED FAMILY COMPANIES
WESTERN REGIONAL EMPLOYEE WELFARE BENEFITS PLAN
$1.7M · 534 participants
FLEMING EXCAVATING, INC.
FLEMING EXCAVATING, INC. EMPLOYEES' 401(K) SALARY REDUCTION PLAN AND TRUST
$1.7M · 42 participants
COASTAL LAWN CARE, INC. DPA COASTAL, INC.
COASTAL 401(K) PLAN
$1.7M · 32 participants
WILSON ENGINEERING SERVICES P.C.
WILSON ENGINEERING SERVICES 401(K) PLAN
$1.7M · 12 participants
HUGHES BROS., INC.
HUGHES BROS., INC. 401(K) RETIREMENT PLAN
$1.7M · 25 participants
HENDERSON, INC.
HENDERSON, INC. 401(K) PROFIT SHARING PLAN - POST 2017
$1.7M · 71 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B
