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Original filing (PDF)20251014162431NAL0003399377002
HIGHWOODS REALTY LIMITED PARTNERSHIP
Form 5500
FILING_RECEIVED
HIGHWOODS PROPERTIES 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
347
Accounts w/ balance
521
Plan assets (EOY)
$119.5M
Net assets (EOY)
$119.5M
How this plan invests
This plan
13 pooled trusts
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HIGHWOODS REALTY LIMITED PARTNERSHIP.
Plan sponsor
Name
HIGHWOODS REALTY LIMITED PARTNERSHIP
EIN
56-1869557
Address
150 FAYETTEVILLE STREET · SUITE 1400 · RALEIGH, NC · 27601
Phone
(919) 875-6707
Industry
Real Estatesee 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
2025-10-14
Pension benefit codes
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
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $74K | — |
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $54K | — |
Investments
15 direct securities · 13 pooled funds· $123.7M(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.
Common Collective Trust
$83.1M
13 holdings
Uncategorized
$40.6M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TROWE RET HYB TR 2045 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $19.7M | 16.5% | |
| TROWE RET HYB TR 2035 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 012 | Common Collective Trust | — | — | $15.0M | 12.5% | |
| Fidelity 500 Index | — | — | — | $13.6M | 11.4% | |
| TROWE RET HYB TR 2030 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 011 | Common Collective Trust | — | — | $12.6M | 10.5% | |
| TROWE RET HYB TR 2025 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 010 | Common Collective Trust | — | — | $10.1M | 8.4% | |
| TROWE RET HYB TR 2040 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 013 | Common Collective Trust | — | — | $7.7M | 6.4% | |
| MFS Lrg Cap Value Fd | — | — | — | $4.2M | 3.5% | |
| MFS HTG TR COMP CIT MFS LCV FD MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 003 | Common Collective Trust | — | — | $4.2M | 3.5% | |
| TROWE RET HYB TR 2055 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 016 | Common Collective Trust | — | — | $3.8M | 3.2% | |
| Europacific Growth R6 | — | — | — | $3.8M | 3.1% | |
| Fidelity Blue Chip Grwth K6 | — | — | — | $3.6M | 3.1% | |
| TROWE RET HYB TR 2020 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $3.5M | 2.9% | |
| T. Rowe Price Midcap Growth I | — | — | — | $3.2M | 2.6% | |
| TROWE RET HYB TR 2050 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 015 | Common Collective Trust | — | — | $2.7M | 2.2% | |
| Dodge & Cox Income X | — | — | — | $2.1M | 1.8% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.9M | 1.6% | |
| Fidelity Mid Cap Index | — | — | — | $1.7M | 1.4% | |
| Amcent Cap Growth R6 | — | — | — | $1.7M | 1.4% | |
| TROW PRICE RET BAL TRUST F T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $1.6M | 1.3% | |
| Victory Syc Est Value R6 | — | — | — | $1.3M | 1.1% | |
| Fidelity Small Cap Index | — | — | — | $1.2M | 1.0% | |
| Fidelity International Index | — | — | — | $1.2M | 1.0% | |
| Fidelity US Bond Index | — | — | — | $955K | 0.8% | |
| Victory Syc Small Co Opp R6 | — | — | — | $824K | 0.7% | |
| Cohen & Steers Real Estate Z | — | — | — | $743K | 0.6% | |
| Participants | — | — | — | $477K | 0.4% | |
| TROWE RET HYB TR 2060 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $288K | 0.2% | |
| TROWE RET HYB TR 2065 T11 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 019 | Common Collective Trust | — | — | $180K | 0.2% |