Plan Snapshot
- Plan Sponsor: Highland Resources, INC.
- Sponsor EIN: 760081739
- Sponsor Address: 700 MILAM STREET, SUITE 1250, HOUSTON, TX, 77002
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 116
- Total Assets: $154,202
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 | 116 | $154,202 | $2.3M | $638,774 |
| 2023 | 112 | $249,801 | $2.1M | $539,083 |
| 2022 | 118 | $215,097 | $1.4M | $496,093 |
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 |
|---|---|---|---|---|
| DOEREN MAYHEW ASSURANCE | Auditor | $15,040 | — | $15,040 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DOEREN MAYHEW ASSURANCE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,040
- Estimated Expense Ratio: 9.753% 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 | $15,576 | — | — | — | — |
| 2023 | $15,691 | — | — | — | — |
| 2022 | $21,438 | — | — | — | $21,438 |