Original filing (PDF)20251003071306NAL0001117873005

SAN ANTONIO ELECTRICAL VACATION TRUS

Name: SAN ANTONIO ELECTRICAL VACATION TRUS — SAN ANTONIO ELECTRICAL VACATION TRUST, Form 5500 (2024)
Creator: SAN ANTONIO ELECTRICAL VACATION TRUS

Form 5500

FILING_RECEIVED

SAN ANTONIO ELECTRICAL VACATION TRUST

Health & welfare plan

Signals · 3

88% in single holding~186 bps in Sched C feesNo recordkeeper disclosed

Active participants

2,752

Accounts w/ balance

—

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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 SAN ANTONIO ELECTRICAL VACATION TRUS.

Plan sponsor

Name

SAN ANTONIO ELECTRICAL VACATION TRUS

EIN

74-1647406

Address

6121 INDIAN SCHOOL RD NE SUITE 123 · ALBUQUERQUE, NM · 87110

Phone

(505) 265-8422

Industry

Electrical Contractors· Constructionsee all

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

2025-10-03

Welfare benefit codes

4Q · Other

Audit & trust (Schedule H)

Auditor

HARPER & PEARSON COMPANY PC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
HARPER & PEARSON COMPANY, PC	74-1695589	HOUSTON, TX	PARTY IN INTEREST	$22K	—
SOUTHWEST SERVICE ADMINISTRATORS	86-0785790	ALBUQUERQUE, NM	PARTY IN INTEREST	$12K	—

Investments

2 direct securities· $1.3M(73% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	® Similar Party Collateral, Par or Maturity Value Cost Value Money Market Funds * (a) Generations Community Federal Credit Union	—	—	$1.2M	$1.2M	63.8%
	(b) PIMCO Funds Government Money Market Fund CL A	—	—	$160K	$160K	8.8%

Related plans

Other plans using HARPER & PEARSON COMPANY, PC

JOINT BOARD OF TRUSTEES OF U.A.A.P. 142 PENSION PLAN

U.A.P.P. LOCAL UNION NO.142 PENSION PLAN

$145.8M · 968 participants

IBEW LOCAL NO. 60 PENSION PLAN TRUST FUND

IBEW LOCAL NO. 60 PENSION

$97.0M · 2,416 participants

IBEW LOCAL UNION NO. 60 401(K) PLAN

$73.2M · 4,460 participants

PLUMBERS LOCAL NO. 68 PENSION PLAN OF DEFINED CONTRIBUTION BENEFITS

PLUMBERS LOCAL 68 PENSION PLAN OF DEFINED CONTRIBUTION BENEFITS

$60.3M · 1,628 participants