How big is U.A.P.P. Local Union No. 142 Profit Sharing Plan's plan?

U.A.P.P. Local Union No. 142 Profit Sharing Plan's plan reported $8.1M in assets and 542 participants for 2023.

Original filing (PDF)20250405125402NAL0013424801001

U.A.P.P. Local Union No. 142 Profit Sharing Plan

Name: U.A.P.P. Local Union No. 142 Profit Sharing Plan — Form 5500 Plan 002 (2023)
Creator: U.A.P.P. Local Union No. 142 Profit Sharing Plan
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

U.A.P.P. Local Union No.142 Profit Sharing Plan

401(k) retirement plan · U.A.P.P. Local Union No. 142 Profit Sharing Plan's U.A.P.P. Local Union No.142 Profit Sharing Plan held $8.1M in plan assets for 542 participants in 2023.

Signals · 3

Non-clean audit opinion100% in single holding~126 bps in Sched C fees

Active participants

542

Accounts w/ balance

542

Plan assets (EOY)

$8.1M

Net assets (EOY)

$8.0M

Plan identifiers

U.A.P.P. Local Union No. 142 Profit Sharing Plan's EIN is 74-6181280.

EIN 74-6181280

Plan number 002

Plan year 2023

ACK ID 20250405125402NAL0013424801001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for U.A.P.P. Local Union No. 142 Profit Sharing Plan from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

U.A.P.P. Local Union No. 142 Profit Sharing Plan's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for U.A.P.P. LOCAL UNION NO. 142 PROFIT SHARING PLAN.

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How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Auditor issued a qualified / adverse / disclaimer opinion.
Total administrative cost in the bottom quartile of peers (6th percentile).

Plan sponsor

Name

U.A.P.P. LOCAL UNION NO. 142 PROFIT SHARING PLAN

EIN

all filings

Address

2425 N.CENTRAL EXPRESSWAY SUITE 120 · RICHARDSON, TX · 75080

Phone

(469) 423-6100

Industry

Plumbing, Heating, AC Contractors· Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-05

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

HARPER & PEARSON COMPANY P.C,

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
ALLIANCE BENEFIT GROUP	76-0500416	HOUSTON, TX	—	$37K	—
HARPER & PEARSON COMPANY PC	74-1695589	HOUSTON, TX	—	$19K	—
SOUTHWEST SERVICE ADMINISTRATOR	86-0785790	RICHARDSON, TX	—	$17K	—
RBC CAPITAL MARKETS LLC	41-1416330	MINNEAPOLIS, MN	—