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Original filing (PDF)20251015133312NAL0002494851001
THE CONTRACTORS PLAN TRUST
Form 5500
FILING_RECEIVED
THE CONTRACTORS PLAN TRUST
Health & welfare plan
Signals · 3
~11702 bps in Sched C feesNo recordkeeper disclosed6 service providers
Active participants
13,280
Accounts w/ balance
—
Plan assets (EOY)
$6.6M
Net assets (EOY)
$6.6M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- 11702 bps in Schedule C fees — 22403% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE CONTRACTORS PLAN TRUST.
Plan sponsor
Name
THE CONTRACTORS PLAN TRUST
EIN
20-0746005
Address
11910 ANDERSON MILL RD · AUSTIN, TX · 78726
Phone
(800) 662-6177
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
Audit & trust (Schedule H)
Auditor
ARMANINO, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsOther
6| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRINGE BENEFIT GROUP, INC. | 74-2124394 | — | — | $3.9M | — |
| FRINGE INSURANCE BENEFITS, INC. | 74-2616364 | — | — | $3.8M | — |
| HOLIFIELD JANICH, PLLC | 84-4425474 | — | — | $21K | — |
| ARMANINO, LLP | 33-2514127 | — | — | $11K | — |
| ERISA SMART, INC. | 55-1553009 | — | — | $3K | — |
| ERICKSON DEMEL & CO., PLLC | 74-2332708 | — | — | $0 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.