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Original filing (PDF)20250405125402NAL0013424801001
U.A.P.P. LOCAL UNION NO. 142 PROFIT SHARING PLAN
Form 5500
FILING_RECEIVED
U.A.P.P. LOCAL UNION NO.142 PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
~126 bps in Sched C feesNo recordkeeper disclosed
Active participants
542
Accounts w/ balance
542
Plan assets (EOY)
$8.1M
Net assets (EOY)
$8.0M
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
- 126 bps in Schedule C fees — 142% 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 U.A.P.P. LOCAL UNION NO. 142 PROFIT SHARING PLAN.
Plan sponsor
Name
U.A.P.P. LOCAL UNION NO. 142 PROFIT SHARING PLAN
EIN
74-6181280
Address
2425 N.CENTRAL EXPRESSWAY SUITE 120 · RICHARDSON, TX · 75080
Phone
(469) 423-6100
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
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 rowsOther
5| 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 | — | $16K | — |
| CONNER & WINTERS | 73-1388566 | HOUSTON, TX | — | $13K | — |
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.
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