Plan Snapshot
- Plan Sponsor: Highline Warren LLC
- Sponsor EIN: 853672631
- Sponsor Address: 8700 TRAIL LAKE DRIVE W. SUITE 300, MEMPHIS, TN, 38125
- Plan Type: 401(k)
- Total Participants: 1,378
- Total Assets: $80.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 1,378 | $80.5M | $2.2M | $6.0M |
| 2023 | 1,379 | $77.0M | $2.0M | $5.6M |
| 2022 | 1,430 | $63.8M | $1.8M | $5.0M |
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 |
|---|---|---|---|---|
| WATKINS UIBERALL, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WATKINS UIBERALL, PLLC — 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 | $71,356 | — | $71,356 | — | — |
| 2023 | $264,755 | $98,649 | $44,031 | $13,500 | — |
| 2022 | $255,214 | — | $227,914 | — | $27,300 |