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Original filing (PDF)20250911134846NAL0000559777001
HIGHROADS, INC.
Form 5500
FILING_RECEIVED
HIGHROADS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
46
Accounts w/ balance
102
Plan assets (EOY)
$8.3M
Net assets (EOY)
$8.3M
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)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HIGHROADS, INC..
Plan sponsor
Name
HIGHROADS, INC.
EIN
52-2218774
Address
70 BLANCHARD ROAD · SUITE 403 · BURLINGTON, MA · 01803
Phone
(781) 238-5400
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
2025-09-11
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
AAFCPAS, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVEST INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $21K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $10K | — |
Investments
28 direct securities · 1 pooled fund· $8.2M(99% 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
$8.2M
28 holdings
Common Collective Trust
$41K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party-In- Identity of Issue, Borrower, Rate of Interest, Collateral, Current Interest Lessor, or Similar Party Par, or Maturity Value Cost Value Vanguard Target Retirement 2040 Mutual Fund | — | — | — | $1.7M | 20.7% | |
| Vanguard Target Retirement 2035 Mutual Fund | — | — | — | $848K | 10.2% | |
| Vanguard Target Retirement 2045 Mutual Fund | — | — | — | $826K | 10.0% | |
| Vanguard Target Retirement 2030 Mutual Fund | — | — | — | $811K | 9.8% | |
| Vanguard Target Retirement 2050 Mutual Fund | — | — | — | $730K | 8.8% | |
| Fidelity 500 Index Mutual Fund | — | — | — | $696K | 8.4% | |
| Vanguard Target Retirement 2060 Mutual Fund | — | — | — | $528K | 6.4% | |
| Fidelity Contra Fund K Mutual Fund | — | — | — | $488K | 5.9% | |
| Vanguard Target Retirement 2055 Mutual Fund | — | — | — | $379K | 4.6% | |
| Fidelity Small Cap Index Mutual Fund | — | — | — | $122K | 1.5% | |
| Baird Core Plus Bond Fund Institutional Mutual Fund | — | — | — | $116K | 1.4% | |
| Fidelity International Index Mutual Fund | — | — | — | $116K | 1.4% | |
| Janus Henderson Enterprise Fund Mutual Fund | — | — | — | $113K | 1.4% | |
| JPM Large Cap Valuation R6 Mutual Fund | — | — | — | $110K | 1.3% | |
| Fidelity Mid Cap Index Mutual Fund | — | — | — | $98K | 1.2% | |
| American Funds New World R6 Mutual Fund | — | — | — | $77K | 0.9% | |
| MFS Growth R6 Mutual Fund | — | — | — | $65K | 0.8% | |
| Fidelity Total Market Index Mutual Fund | — | — | — | $61K | 0.7% | |
| American Century Small Cap Growth R6 Mutual Fund | — | — | — | $56K | 0.7% | |
| AS SPL Midcap Value R6 Mutual Fund | — | — | — | $50K | 0.6% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $41K | 0.5% | |
| Vanguard Target Retirement 2065 Mutual Fund | — | — | — | $33K | 0.4% | |
| PGIM High Yield Z Mutual Fund | — | — | — | $30K | 0.4% | |
| PIM International Bond US Mutual Fund | — | — | — | $29K | 0.4% | |
| Notes Receivable from Participants - maturing through May 2029 | — | — | — | $26K | 0.3% | |
| Fidelity Overseas K Mutual Fund | — | — | — | $22K | 0.3% | |
| Fidelity Value Discovery K Mutual Fund | — | — | — | $19K | 0.2% | |
| PIM Real Return Institutional Mutual Fund | — | — | — | $14K | 0.2% | |
| American Funds Euro Pacific Growth R6 Mutual Fund | — | — | — | $8K | 0.1% |
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