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Original filing (PDF)20241015135326NAL0029859201001
DARR EQUIPMENT CO.
Form 5500
FILING_RECEIVED
RETIREMENT PLAN FOR EMPLOYEES OF DARR EQUIPMENT CO.
Defined-benefit pension plan
Signals · 1
8 service providers
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
85
/ 100
Grade A
Top-tier plan health
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
75
Vendor stack
63
Participation health
100
Knocking points off
- Highly fragmented vendor stack (8 disclosed providers, 5 categories).
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DARR EQUIPMENT CO..
Plan sponsor
Name
DARR EQUIPMENT CO.
EIN
75-0873044
Address
3800 N. BEACH ST. · HALTOM CITY, TX · 76137
Phone
(817) 410-4876
Industry
Management of Companies / Holdingssee all
Plan administrator
Name
DARR EQUIPMENT CO.
EIN
75-0873044
City
HALTOM CITY, TX
Phone
(817) 410-4876
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-15
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
WEAVER & TIDWELL, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BCG PENSION RISK CONSULTANTS | 88-1100312 | BRAINTREE, MA | PENSION RISK CONSULTANTS | $396K | — |
| DARR ACCOUNT 033618 | 74-2798841 | AUSTIN, TX | INVESTMENT MANAGEMENT | $148K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST STATE TRUST | 13-3124172 | WILMINGTON, DE | OTHER SRV (PAYING AGENT) | $20K | — |
Accountant / Auditor
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEAVER TIDWELL | 75-0786316 | DALLAS, TX | AUDITOR | $32K | — |
| DEBORAH I ANDERSON | 45-9942530 | GARLAND, TX | ACCOUNTANT | $32K | — |
Actuary
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP | 27-2037969 | SAN FRANCISCO, CA | ACTUARY | $117K | — |
Legal counsel
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JIM JERGE (ATTORNEY) | 11-7427925 | MCKINNEY, TX | ATTORNEY | $442K | — |
| GROOM LAW GROUP | 52-1219029 | WASHINGTON, DC | ATTORNEY | $5K | — |
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.