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Original filing (PDF)20251008185730NAL0010327120001
HIGHGATE HOTELS, L.P.
Form 5500
FILING_RECEIVED
HIGHGATE HOTELS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
10,667
Accounts w/ balance
3,237
Plan assets (EOY)
$171.0M
Net assets (EOY)
$171.0M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
65
Knocking points off
- 33 bps in Schedule C fees — 231% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Only 30% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HIGHGATE HOTELS, L.P..
Plan sponsor
Name
HIGHGATE HOTELS, L.P.
EIN
20-8725068
Address
545 EAST JOHN CARPENTER FREEWAY · SUITE 1400 · IRVING, TX · 75062
Phone
(214) 393-8606
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LANE GORMAN TRUBITT, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL | 20-8764829 | — | INVESTMENT ADVISORY | $144K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $393K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LANE GORMAN TRUBITT, LLC | 75-1044330 | — | ACCOUNTANT | $30K | — |
Investments
37 direct securities · 1 pooled fund· $179.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$169.1M
36 holdings
Common Collective Trust
$7.7M
1 holding
Mutual Funds
$2.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Vanguard Group Target Retirement 2035 Fund | — | — | — | $22.6M | 13.2% | |
| The Vanguard Group Target Retirement 2030 Fund | — | — | — | $16.5M | 9.7% | |
| The Vanguard Group Target Retirement 2045 Fund | — | — | — | $15.4M | 9.0% | |
| The Vanguard Group 500 Index Fund | — | — | — | $14.3M | 8.4% | |
| The Vanguard Group Target Retirement 2025 Fund | — | — | — | $12.8M | 7.5% | |
| The Vanguard Group Target Retirement 2050 Fund | — | — | — | $12.1M | 7.1% | |
| The Vanguard Group Target Retirement 2040 Fund | — | — | — | $11.9M | 7.0% | |
| The Vanguard Group Growth Index Fund | — | — | — | $9.3M | 5.4% | |
| COMMON / COLLECTIVE TRUSTS Putnam Fiduciary Trust Company Putnam Stable Value Fund | — | — | — | $8.1M | 4.7% | |
| PUTNAM STABLE VALUE FUND (25) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $7.7M | 4.5% | |
| The Vanguard Group Target Retirement 2055 Fund | — | — | — | $7.5M | 4.4% | |
| The Vanguard Group Total Stock Market Index Fund | — | — | — | $4.4M | 2.6% | |
| The Vanguard Group Target Retirement 2020 Fund | — | — | — | $3.0M | 1.8% | |
| maturing through June 2053 - | — | — | — | $2.8M | 1.6% | |
| The Vanguard Group Value Index Fund | — | — | — | $2.6M | 1.5% | |
| The Vanguard Group Mid-Cap Growth Index Fund/Open-end | — | — | — | $2.5M | 1.5% | |
| The Vanguard Group Target Retirement Income Fund | — | — | — | $2.5M | 1.4% | |
| The Vanguard Group Target Retirement 2060 Fund | — | — | — | $2.3M | 1.4% | |
| S Capital Research and Management Co. American Funds New Perspective Fund | Mutual Funds | — | — | $2.2M | 1.3% | |
| The Vanguard Group Developed Markets Index Fund | — | — | — | $2.2M | 1.3% | |
| The Vanguard Group Long-Term Treasury Fund | — | — | — | $2.1M | 1.2% | |
| The Vanguard Group Balanced Index Fund | — | — | — | $2.1M | 1.2% | |
| The Vanguard Group Small Cap Growth Index Fund | — | — | — | $1.8M | 1.0% | |
| The Vanguard Group Intermediate-Term Bond Index Fund | — | — | — | $1.5M | 0.9% | |
| The Vanguard Group Small Cap Value Index Fund | — | — | — | $1.3M | 0.8% | |
| The Vanguard Group Vanguard Real Estate | — | — | — | $1.2M | 0.7% | |
| Blackrock High Yield Portfolio Institutional Fund | — | — | — | $1.2M | 0.7% | |
| The Vanguard Group LifeStrategy Conservative Growth Fund | — | — | — | $778K | 0.5% | |
| The Vanguard Group Emerging Markets Stock Index Fund | — | — | — | $742K | 0.4% | |
| The Vanguard Group Institutional Target Retirement 2065 Fund | — | — | — | $740K | 0.4% | |
| The Vanguard Group LifeStrategy Growth Fund | — | — | — | $711K | 0.4% | |
| Dimensional Fund Advisors International Small Company Portfolio Fund | — | — | — | $569K | 0.3% | |
| Fidelity Investments Inflation Protected Bond Index Fund | — | — | — | $520K | 0.3% | |
| The Vanguard Group Federal Money Fund | — | — | — | $432K | 0.3% | |
| Loomis Sayles Investment Grade Bond Fund | — | — | — | $336K | 0.2% | |
| The Vanguard Group Target Retirement 2070 Fund | — | — | — | $93K | <0.1% | |
| BNY Mellon Natural Resources Fund | — | — | — | $75K | <0.1% | |
| The Vanguard Group Small-Cap Index Fund | — | — | — | $1K | <0.1% |
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