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Original filing (PDF)20251204094626NAL0003001024001
HIGH COMPANY LLC
Form 5500
FILING_RECEIVED
HIGH COMPANY LLC RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 2
Late filing · 0.6 moNo recordkeeper disclosed
Active participants
1,944
Accounts w/ balance
2,305
Plan assets (EOY)
$292.2M
Net assets (EOY)
$292.2M
How this plan invests
This plan
14 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
98
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Filed 0.6 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HIGH COMPANY LLC.
Plan sponsor
Name
HIGH COMPANY LLC
EIN
23-1480548
Address
1853 WILLIAM PENN WAY · LANCASTER, PA · 176016713
Phone
(717) 293-4453
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-04
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2U · Association Retirement Plan
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $50K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $255K | — |
Investments
17 direct securities · 14 pooled funds· $326.7M(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.
Pooled Separate Account
$187.9M
13 holdings
Uncategorized
$110.2M
17 holdings
Common Collective Trust
$28.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | $0 | $42.1M | 14.4% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | $0 | $36.5M | 12.5% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | $0 | $28.6M | 9.8% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $26.1M | 8.9% | |
| Prin LifeTime 2020 Sep Acct-Z | — | — | $0 | $26.1M | 8.9% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | $0 | $21.7M | 7.4% | |
| Prin LifeTime Strat Inc SA-Z | — | — | $0 | $19.6M | 6.7% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | $0 | $13.9M | 4.7% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | $0 | $12.5M | 4.3% | |
| Principal U.S. Property SA-Z | — | — | $0 | $12.4M | 4.2% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | $0 | $12.0M | 4.1% | |
| Vanguard Windsor II Adm Fund | — | — | $0 | $9.2M | 3.1% | |
| Vanguard Intl Growth Adm Fd | — | — | $0 | $9.0M | 3.1% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | $0 | $9.0M | 3.1% | |
| Vanguard MidCap Val Idx Adm Fd | — | — | $0 | $7.9M | 2.7% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | $0 | $5.8M | 2.0% | |
| Participant Loans | — | — | $0 | $4.6M | 1.6% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $4.6M | 1.6% | |
| T Rowe Price SmCp Stock I Fd | — | — | $0 | $4.6M | 1.6% | |
| Vgd Dividend Growth Inv Fund | — | — | $0 | $3.5M | 1.2% | |
| Fidelity Sm Cap Index Fund | — | — | $0 | $3.2M | 1.1% | |
| Vanguard Wellington Adm Fund | — | — | $0 | $2.8M | 1.0% | |
| Vanguard Explorer Admiral Fund | — | — | $0 | $2.1M | 0.7% | |
| Prin LgCp S&P 500 Index SA-Z | — | — | $0 | $1.5M | 0.5% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $1.5M | 0.5% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $1.4M | 0.5% | |
| Prin Fin Grp, Inc. Stock SA-R6 | — | — | $0 | $1.4M | 0.5% | |
| Nuveen Large Cap Gr Indx R6 | — | — | $0 | $1.4M | 0.5% | |
| Amer Century Sml Cap Val R6 Fd | — | — | $0 | $796K | 0.3% | |
| PRIN FIN GRP, INC. STOCK SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 086 | Pooled Separate Account | — | — | $796K | 0.3% | |
| PRINCIPAL PENSION BUILDER(SM)Z | — | — | $0 | $160K | <0.1% |