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Original filing (PDF)20251001133710NAL0014349824001

HIGHSTREET IT SOLUTIONS, LLC

Form 5500
FILING_RECEIVED
HIGHSTREET IT SOLUTIONS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
68
Accounts w/ balance
115
Plan assets (EOY)
$19.7M
Net assets (EOY)
$19.7M
How this plan invests
This plan
1 pooled trust
Schedule D
29 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
100
Concentration risk
86
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
  • Top holding "Vanguard Group Vanguard Emerging Market Stock Index Adm Fund" is 27% of plan.
Helping the score
  • Below-peer total fees (15 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HIGHSTREET IT SOLUTIONS, LLC.
Plan sponsor
Name
HIGHSTREET IT SOLUTIONS, LLC
EIN
46-2499428
Address
8201 GREENSBORO DRIVE · SUITE 530 · MCLEAN, VA · 22102
Phone
(703) 795-5788
Industry
Professional & Technical 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
2025-10-01
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)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
LPL FINANCIAL LLC - RPCP04-3046611INVESTMENT ADVISORY$0
TPA / Administrator
1
NameEINLocationRelationDirect compIndirect comp
PRINCIPAL LIFE INSURANCE COMPANY42-0127290CONTRACT ADMINISTRATOR$29K
Accountant / Auditor
1
NameEINLocationRelationDirect compIndirect comp
FORVIS MAZARS, LLP44-0160260ACCOUNTANT$0

Investments

29 direct securities · 1 pooled fund· $20.0M(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
$19.4M
28 holdings
Mutual Funds
$390K
1 holding
Common Collective Trust
$221K
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Vanguard Group Vanguard Emerging Market Stock Index Adm Fund$5.3M27.1%
Vanguard Group Target Retirement 2035 Investment Fund$2.8M14.3%
Vanguard Group Vanguard Mid Cap Value R6 Fund$1.5M7.8%
Vanguard Group Target Retirement Income Investment Fund$1.3M6.6%
T. Rowe Price Associates, Inc. T. Rowe Price Real Assets I Fund 125 AB LP AB Large Cap Growth Z Fund$1.2M6.2%
Vanguard Group Target Retirement 2045 Investment Fund$995K5.0%
Vanguard Group Target Retirement 2025 Investment Fund$650K3.3%
Janus International Holding, LLC Janus Henderson Enterprise I Fund$636K3.2%
Fidelity 500 Index Fund$607K3.1%
Vanguard Group Vanguard Total Bond Market Index Admiral Fund$573K2.9%
Columbia Funds Columbia Dividend Income Fund$571K2.9%
Vanguard Group Vanguard Stock Market Index Admiral Fund
Mutual Funds
$390K2.0%
Dimensional Fund Advisors DFA Inflation Protected Sec I Fund$378K1.9%
Vanguard Group Target Retirement 2055 Investment Fund$347K1.8%
Vanguard Group Vanguard Development Markets Index Admiral Fund$329K1.7%
MFS Investment Management MFS International Growth R6 Fund$315K1.6%
PIMCO Funds PIMCO High Yield Fund$315K1.6%
Vanguard Group Vanguard Small Cap Value Index Admiral Fund$271K1.4%
Stable Value Collective Trust Fund * Principal Global Investors Trust Co. Morley Stable Value Fund$236K1.2%
MORLEY STABLE VALUE FUND
PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001
Common Collective Trust
$221K1.1%
Participant Loans *** Maturing through June 2028, interest rates range from 8.5% to 9.5%, collateralized by participant accounts$187K0.9%
Vanguard Group Vanguard Real Estate Index Admiral Fund$168K0.9%
MFS Investment Management MFS Mid Cap Value R6 Fund$159K0.8%
Franklin Templeton Investments Franklin Small Cap Growth R6 Fund$122K0.6%
Fidelity Government Cash Reserves Fund$99K0.5%
(E)$42K$57K0.3%
Vanguard Group Vanguard Small Cap Index Admiral Fund$57K0.3%
JP Morgan JP Morgan Emerging Markets Eq R6 Fund$42K0.2%
(E)$6K<0.1%
Vanguard Group Target Retirement 2065 Investment Fund$6K<0.1%

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