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Original filing (PDF)20251003071306NAL0001117873005
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)
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
- Top holding "® Similar Party Collateral, Par or Maturity Value Cost Value Money Market Funds * (a) Generations Community Federal Credit Union" is 88% of plan.
- 186 bps in Schedule C fees — 259% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
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 rowsOther
2| 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% |
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