Plan Ledger DOL Form 5500 · updated monthly

U.A.P.P. Local Union No. 142 Profit Sharing Plan401(k)

U.A.P.P. LOCAL UNION NO.142 PROFIT SHARING PLAN · RICHARDSON, TX · plan year 2024

Reported admin expense ratio · 2024
2.71%

U.A.P.P. Local Union No. 142 Profit Sharing Plan reported $225,762 in plan administrative expenses for 2024: 2.71% of average plan assets, higher than ~90% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 2.55% to 2.71%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Texas (3,271st of 5,688), and 3,294th of 5,337 in construction.

Plan summary
Net assets, end of year$8,665,665
Participants with balances754
Active participants754
Employer contributions—
Employee contributions$410,559
Employer contribution per active participant—
Average account balance$11,493
Benefits paid to participants$695,360
Plan auditDisclaimer of opinion
AuditorHARPER & PEARSON COMPANY P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$8.7M · 754 accts
2023$8.0M · 542 accts
2022$7.4M · 760 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$55,735
Investment management$15,155
Audit (IQPA)$28,991
Total administrative$225,762
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
ALLIANCE BENEFIT GROUP$36,674
HARPER & PEARSON COMPANY PC · Accounting / audit$28,991
SOUTHWEST SERVICE ADMINISTRATOR · Contract administrator$19,061
RBC CAPITAL MARKETS LLC · Investment management$15,155
CONNER & WINTERS · Legal$13,679

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$225,762 · 2.71%
2023$214,020 · 2.78%
2022$185,017 · 2.55%
Similar plansConstruction · Texas
Jasper Ventures, Inc. TX$9.0M · 0.68%
Weisinger Incorporated TX$8.9M · 0.25%
Max Grigsby Company, Inc. TX$8.8M · 0.06%
Ftc Solar, Inc. TX$8.8M · 0.07%
Tri Dal, LLC TX$8.6M · 0.24%
Troy Construction, LLC TX$8.5M · 1.28%

Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 746181280 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.