Original filing (PDF)20251010143954NAL0007887761001

U.A. PLUMBERS & STEAMFITTERS DEFINED CONTRIBUTION AND 401(K) PLAN OF T

Name: U.A. PLUMBERS & STEAMFITTERS DEFINED CONTRIBUTION AND 401(K) PLAN OF T — U.A. PLUMBERS & STEAMFITTERS DEFINED CONTRIBUTION AND 401(K) PLAN OF TEXAS, Form 5500 (2024)
Creator: U.A. PLUMBERS & STEAMFITTERS DEFINED CONTRIBUTION AND 401(K) PLAN OF T

Form 5500

FILING_RECEIVED

U.A. PLUMBERS & STEAMFITTERS DEFINED CONTRIBUTION AND 401(K) PLAN OF TEXAS

401(k) retirement plan

Signals · 2

~128 bps in Sched C feesNo recordkeeper disclosed

Active participants

5,316

Accounts w/ balance

5,316

Plan assets (EOY)

$37.5M

Net assets (EOY)

$37.5M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for U.A. PLUMBERS & STEAMFITTERS DEFINED CONTRIBUTION AND 401(K) PLAN OF T.

Plan sponsor

Name

U.A. PLUMBERS & STEAMFITTERS DEFINED CONTRIBUTION AND 401(K) PLAN OF T

EIN

31-1524293

Address

8441 GULF FREEWAY SUITE 304 · HOUSTON, TX · 770175066

Phone

(713) 643-9300

Industry

Plumbing, Heating, AC Contractors· 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

2025-10-10

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

HARPER & PEARSON COMPANY PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
COMSAL INC	75-1761182	DALLAS, TX	NONE	$183K	—
SOUTHWEST SERVICE ADMINISTRATOR	86-0785790	RICHARDSON, TX	NONE	$109K	—
RBC CAPITAL MARKETS	41-1416330	MINNEAPOLIS, MN	NONE	$88K	—
HARPER & PEARSON COMPANY, P.C.	74-1695589	HOUSTON, TX	NONE	$73K	—
CONNER & WINTERS, LLP	73-1388566	HOUSTON, TX	NONE	$27K	—