Original filing (PDF)20250905121657NAL0010341987001

HIGHLIGHTS FOR CHILDREN, INC.

Name: HIGHLIGHTS FOR CHILDREN, INC. — HIGHLIGHTS FAMILY OF COMPANIES RETIREMENT PLAN, Form 5500 (2024)
Creator: HIGHLIGHTS FOR CHILDREN, INC.

Form 5500

FILING_RECEIVED

HIGHLIGHTS FAMILY OF COMPANIES RETIREMENT PLAN

401(k) retirement plan

Signals · 1

1 failed disclosure

Active participants

411

Accounts w/ balance

661

Plan assets (EOY)

$73.3M

Net assets (EOY)

$73.3M

How this plan invests

This plan

1 pooled trust

Schedule D

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HIGHLIGHTS FOR CHILDREN, INC..

Plan sponsor

Name

HIGHLIGHTS FOR CHILDREN, INC.

EIN

31-4358280

Address

1800 WATERMARK DRIVE · COLUMBUS, OH · 43215

Phone

(614) 487-2663

Industry

Information / Tech / Mediasee 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

2025-09-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$32K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY SMITH BARNEY LLC	20-8764829	—	INVESTMENT ADVISOR	$30K	—

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

28 direct securities · 1 pooled fund· $74.9M(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.

Other securities

$73.3M

28 holdings

Pooled Separate Account

$1.6M

1 holding

					% of plan
American Funds 2030 Target Date Retirement R-6 Mutual fund	Other securities	—	—	$9.7M	13.2%
American Funds 2035 Target Date Retirement R-6 Mutual fund	Other securities	—	—	$9.0M	12.2%
American Funds 2025 Target Date Retirement R-6 Mutual fund	Other securities	—	—	$7.1M	9.7%
American Funds 2045 Target Date Retirement R-6 Mutual fund	Other securities	—	—	$6.5M	8.9%
American Funds 2040 Target Date Retirement R-6 Mutual fund	Other securities	—	—	$5.5M	7.5%
Fidelity 500 Index Fund Mutual fund	Other securities	—	—	$5.4M	7.3%
American Funds 2050 Target Date Retirement R-6 Mutual fund	Other securities	—	—	$4.7M	6.5%
American Funds 2020 Target Date Retirement R-6 Mutual fund	Other securities	—	—	$4.1M	5.5%
American Funds 2055 Target Date Retirement R-6 Mutual fund	Other securities	—	—	$3.8M	5.1%
JPMorgan Large Cap Growth Fund Class R6 Mutual fund	Other securities	—	—	$3.2M	4.4%
Allspring Core Plus Bond Class A Mutual fund	Other securities	—	—	$1.7M	2.3%
New York Life Anchor Account Pooled separate account	Other securities	—	—	$1.6M	2.2%
STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125	Pooled Separate Account	—	—	$1.6M	2.2%
Fidelity Mid Cap Index Fund Mutual fund	Other securities	—	—	$1.5M	2.0%
BlackRock Equity Dividend Instl Mutual fund	Other securities	—	—	$1.3M	1.8%
American Funds 2015 Target Date Retirement R-6 Mutual fund	Other securities	—	—	$1.3M	1.8%
MFS International Diversification Class R3 Mutual fund	Other securities	—	—	$1.3M	1.7%
JPMorgan Mid Cap Value Class L Mutual fund	Other securities	—	—	$1.1M	1.5%
American Funds 2060 Target Date Retirement R-6 Mutual fund	Other securities	—	—	$1.1M	1.5%
American Funds American Balanced Fund R-6 Mutual fund	Other securities	—	—	$934K	1.3%
Fidelity Small Cap Index Fund Mutual fund	Other securities	—	—	$577K	0.8%
Fidelity International Index Fund Mutual fund	Other securities	—	—	$543K	0.7%
Virtus KAR Small-Cap Growth Class I Mutual fund	Other securities	—	—	$414K	0.6%
MainStay MacKay Strategic Bond R6 Mutual fund	Other securities	—	—	$342K	0.5%
American Funds 2065 Target Date Retirement R-6 Mutual fund	Other securities	—	—	$206K	0.3%
American Funds 2010 Target Date Retirement R-6 Mutual fund	Other securities	—	—	$203K	0.3%
Fidelity US Bond Index Fund Mutual fund	Other securities	—	—	$190K	0.3%
Undiscovered Managers Behavioral Value Fund R6 Mutual fund	Other securities	—	—	$106K	0.1%
Invesco Discovery Mid Cap Growth Y Mutual fund	Other securities	—	—	$2K	<0.1%