# Highmark Residential, LLC 401(k) Plan
Source: https://planprovider.pro/companies/highmark-residential-llc-401k-plan

> Highmark Residential, LLC's 401(k) plan: 2,177 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Highmark Residential, LLC

- **Sponsor EIN:** 870736673

- **Sponsor Address:** 5429 LBJ FREEWAY, SUITE 800, DALLAS, TX, 75240

- **Plan Type:** 401(k)

- **Total Participants:** 2,177

- **Total Assets:** $34.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|2,177|$34.3M|$1.8M|$3.3M|

| 2023|2,117|$31.1M|$1.6M|$2.8M|

| 2022|1,787|$26.2M|$1.4M|$2.5M|

## 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|

| MILLIMAN, INC.|NONE|$166,843|—|$166,843|

| CHARLES SCHWAB TRUST BANK|NONE|—|$18,433|$18,433|

| WHITLEY PENN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — NONE

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [WHITLEY PENN LLP](https://planprovider.pro/provider/whitley-penn-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $185,276

- **Estimated Expense Ratio:** 0.541% 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|$168,410|$6,762|—|—|—|

| 2023|$129,605|$25,197|—|—|—|

| 2022|$139,637|—|—|—|$139,637|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/highmark-residential-llc-401k-plan)

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