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Original filing (PDF)20251015124810NAL0009658290001
HIGHLIGHT TECHNOLOGIES, INC
Form 5500
FILING_RECEIVED
HIGHLIGHT TECHNOLOGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Defined-contribution retirement plan
Signals · 3
41% in single holding41% employer stockNo recordkeeper disclosed
Active participants
237
Accounts w/ balance
428
Plan assets (EOY)
$21.7M
Net assets (EOY)
$52K
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
83
/ 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
55
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Employer Stock * Highlight Technologies, Inc. 460,000 Shares Common Stock" is 41% of plan.
- 41% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HIGHLIGHT TECHNOLOGIES, INC.
Plan sponsor
Name
HIGHLIGHT TECHNOLOGIES, INC
EIN
26-1329304
Address
9990 FAIRFAX BOULEVARD · SUITE 350 · FAIRFAX, VA · 22030
Phone
(202) 271-0469
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSITION FINANCE STRATEGIES, LLC | 13-4238973 | CHARLOTTESVILLE, VA | NONE | $0 | — |
| ARGENT TRUST COMPANY | 62-1437218 | NASHVILLE, TN | NONE | $0 | — |
| STOUT RISIUS ROSS LLC | 87-3592543 | UPLAND, CA | NONE | $0 | — |
Investments
24 direct securities· $21.7M(100% of reported assets)
Uncategorized
$21.6M
23 holdings
Corporate Bonds
$50K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Employer Stock * Highlight Technologies, Inc. 460,000 Shares Common Stock | — | — | $25.0M | $8.8M | 40.7% | |
| Cash and Cash Equivalents U.S. Department of the Treasury United States Treasury Bills DTD | — | — | $7.9M | $7.9M | 36.4% | |
| Fidelity Investments Fidelity Treasury Portfolio I | — | — | $1.1M | $1.1M | 5.0% | |
| Government Sponsored Bonds Federal Home Loan Bank U.S. Government Issued Bond, Matures October 1, 2029 | — | — | $1.0M | $998K | 4.6% | |
| Freddie Mac U.S. Government Issued Bond, Matures November 21, 2029 | — | — | $500K | $500K | 2.3% | |
| Santander Consumer USA Inc. Santander Drive Auto Receivables Trust Series 2023-1 CL B, Matures February 15, 2028 | — | — | $472K | $472K | 2.2% | |
| Santander Consumer USA Inc. Santander Drive Auto Receivables Trust 2022-2 CMO, Matures September 15, 2027 | — | — | $227K | $228K | 1.1% | |
| Foursight Capital LLC Foursight Capital Auto Receivables Trust Series 2021-2 CL D, Matures September 15, 2027 | — | — | $198K | $199K | 0.9% | |
| USAA Auto Owner Trust USAA Auto Owners Trust Series 2022-A CL A-3, Matures November 16, 2026 | — | — | $169K | $169K | 0.8% | |
| T-Mobile USA, Inc. T-Mobile US Trust 2022-1 CMO, Matures May 22, 2028 | — | — | $152K | $152K | 0.7% | |
| American Heritage Federal Credit Union American Heritage Auto Receivables Trust 2024-1 CL A-2, Matures January 18, 2033 | — | — | $150K | $150K | 0.7% | |
| Toyota Motor Credit Corporation Toyota Auto Rec Owner Trust Series 2022-C CL A-3, Matures April 15, 2027 | — | — | $141K | $141K | 0.7% | |
| Carvana, LLC Carvana Auto Receivables Trust 2021-P2 CMO, Matures January 10, 2027 | — | — | $129K | $129K | 0.6% | |
| Enterprise Fleet Financing, LLC Enterprise Fleet Financing LLC 2024-2 CMO, Matures December 20, 2026 | — | — | $100K | $101K | 0.5% | |
| Athen Global Funding Athene Global Funding Senior Secured Note, Matures August 27, 2026 | — | — | $100K | $100K | 0.5% | |
| Morgan Stanley Bank, N.A. Morgan Stanley Bank National Senior Floating-rate Note, Matures October 15, 2027 | — | — | $100K | $100K | 0.5% | |
| First Horizon Corporation First Horizon National Corp Senior Unsecured Note, Matures May 26, 2025 | — | — | $99K | $100K | 0.5% | |
| CarMax Auto Owner Trust Carmax Auto Owner Trust Series 2021-1 CL A-4, Matures October 15, 2026 | — | — | $79K | $80K | 0.4% | |
| Driveway Finance Corp. LAD Auto Receivables Trust 2024-1 CMO, Matures November 16, 2026 | — | — | $61K | $61K | 0.3% | |
| Commercial Credit Group Inc. CCG Receivables Trust Series 2022-1 CL A-4, Matures July 16, 2029 | — | — | $54K | $54K | 0.2% | |
| Amgen Inc. Amgen Inc Senior Unsecured Global Note, Matures March 2, 2026 | Corporate Bonds | — | $50K | $50K | 0.2% | |
| Federal Farm Credit Banks U.S. Government Issued Bond, Matures September 11, 2030 | — | — | $50K | $50K | 0.2% | |
| AmeriCredit Financial Services, Inc. Americredit Auto Receivables Trust CMO, Matures August 18, 2026 | — | — | $29K | $30K | 0.1% | |
| Argent Trust Interest bearing cash | — | — | $3K | $3K | <0.1% |
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