Plan Snapshot
- Plan Sponsor: Highland Ventures, Ltd.
- Sponsor EIN: 371196789
- Sponsor Address: 209 POWELL PLACE, BRENTWOOD, TN, 37027
- Plan Type: 401(k)
- Total Participants: 717
- Total Assets: $18.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 717 | $18.7M | $197,026 | $566,885 |
| 2023 | 577 | $16.8M | $159,300 | $480,478 |
| 2022 | 405 | $15.4M | $186,830 | $600,781 |
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 |
|---|---|---|---|---|
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $47,784 | — | $47,234 | — | — |
| 2023 | $59,672 | — | $59,672 | — | — |
| 2022 | $58,677 | — | $58,677 | — | — |