George Hopkins signed Highland Pellets LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Highland Pellets LLC's EIN is 46-4226204.
Download the official 2024 Form 5500 (PDF) for Highland Pellets LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Highland Pellets LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEVELIZED COMPENSATION ADVISOR | — | — | INVESTMENT ADVISORY | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Wellesley Income Fund | Mutual Funds | — | — | $1.2M | 54.7% | |
| Vanguard Health Care Fund | Mutual Funds | — | — | $167K | 7.4% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $157K | 7.0% | |
| Notes receivable Loans to participants, interest rates of from participants 4.50% to 9.50% with various maturities - | Bonds / Notes | — | — | $86K | 3.9% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $84K | 3.7% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $76K | 3.4% | |
| Vanguard Intermediate-Term Bond Index Fund | Common Collective Trusts | — | — | $61K | 2.7% | |
| Vanguard Developed Markets Index Fund | Common Collective Trusts | — | — | $55K | 2.5% | |
| Vanguard Mid Cap Value Index Fund | Common Collective Trusts | — | — | $53K | 2.4% | |
| Vanguard Equity Income Fund | Mutual Funds | — | — | $44K | 2.0% | |
| Vanguard GNMA Fund | Agency / Mortgage-Backed | — | — | $43K | 1.9% | |
| Vanguard Communication Services Index Fund | Common Collective Trusts | — | — | $26K | 1.2% | |
| Vanguard High Dividend Yield Index Fund | Common Collective Trusts | — | — | $21K | 0.9% | |
| Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $17K | 0.8% | |
| Vanguard Total Intermediate Bond Index Fund | Common Collective Trusts | — | — | $14K | 0.6% | |
| Vanguard FTSE Social Index Fund | Common Collective Trusts | — | — | $14K | 0.6% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $13K | 0.6% | |
| Vanguard Small Cap Growth Index Fund | Common Collective Trusts | — | — | $12K | 0.5% | |
| Vanguard Industrials Index Fund | Common Collective Trusts | — | — | $9K | 0.4% | |
| Vanguard Value Index | Mutual Funds | — | — | $9K | 0.4% | |
| Vanguard Total Stock Market Index Fund | Common Collective Trusts | — | — | $8K | 0.4% | |
| Vanguard Extended Market Index Fund | Common Collective Trusts | — | — | $8K | 0.4% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $6K | 0.3% | |
| Vanguard Inflation-Protected Securities Fund | Mutual Funds | — | — | $6K | 0.3% | |
| Vanguard European Stock Index Fund | Common Collective Trusts | — | — | $5K | 0.2% | |
| Vanguard Materials Index Fund | Common Collective Trusts | — | — | $5K | 0.2% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $3K | 0.1% | |
| Vanguard LifeStrategy Moderate Growth Fund | Mutual Funds | — | — | $3K | 0.1% | |
| Vanguard Intermediate-Term Treasury Fund | Mutual Funds | — | — | $3K | 0.1% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | — | $2K | <0.1% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $1K | <0.1% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
