Plan Snapshot
- Plan Sponsor: Highlevel INC.
- Sponsor EIN: 831387965
- Sponsor Address: 5473 BLAIR RD, DALLAS, TX, 752314227
- Plan Type: 401(k)
- Total Participants: 268
- Total Assets: $4.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 268 | $4.1M | $614,969 | $1.1M |
| 2023 | 275 | $1.9M | $476,796 | $752,747 |
| 2022 | 104 | $446,170 | $65,094 | $168,205 |
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 |
|---|---|---|---|---|
| KBF CPAS - AUDIT, LLP | Auditor | — | — | $0 |
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 | $4,500 | — | $4,500 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |