Plan Snapshot
- Plan Sponsor: Joint Board Of Trustees Of U.A.A.P. 142 Pension Plan
- Sponsor EIN: 746181280
- Sponsor Address: 2425 N CENTRAL EXPRESSWAY SUITE 120, RICHARDSON, TX, 750802757
- Plan Type: DB
- Total Participants: 968
- Total Assets: $145.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 968 | $145.8M | $0 | $0 |
| 2023 | 853 | $126.7M | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| HARPER & PEARSON COMPANY P.C. | Auditor | $31,833 | — | $31,833 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HARPER & PEARSON COMPANY P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,833
- Estimated Expense Ratio: 0.022% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $475,739 | $111,427 | $112,871 | $31,833 | — |
| 2023 | $452,063 | $122,687 | $104,087 | — | $115,749 |