How big is Hilltop Residential LLC's plan?

Hilltop Residential LLC's plan reported $2.7M in assets and 244 participants for 2024.

Original filing (PDF)20251013084629NAL0002117442001

Hilltop Residential LLC

Name: Hilltop Residential LLC — Hilltop Residential 401(k), Form 5500 (2024)
Creator: Hilltop Residential LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Hilltop Residential 401(k) Plan

401(k) retirement plan · Hilltop Residential LLC's Hilltop Residential 401(k) Plan held $2.7M in plan assets for 244 participants in 2024.

Signals · 2

Possibly inadequate fidelity bondNo recordkeeper disclosed

Active participants

244

Accounts w/ balance

260

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

JOSH Stone signed Hilltop Residential LLC's 2024 Form 5500 as plan administrator.

JOSH Stone — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Hilltop Residential LLC's EIN is 81-5036439.

EIN 81-5036439

Plan number 001

Plan year 2024

ACK ID 20251013084629NAL0002117442001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Hilltop Residential LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Hilltop Residential LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HILLTOP RESIDENTIAL LLC.

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How this plan invests

This plan

1 pooled trust

Schedule D

27 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.
Total administrative cost in the bottom quartile of peers (6th percentile).

Plan sponsor

Name

HILLTOP RESIDENTIAL LLC

EIN

all filings

Address

9651 KATY FWY · SUITE 500 · HOUSTON, TX · 77024

Phone

(210) 842-6307

Industry

Real Estate

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

2025-10-13

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)

3B · Covers self-employed individuals

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

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
IRONOAK WEALTH LLC	82-3645371	—	SERVICE PROVIDER	$0	—

Investments

27 direct securities · 1 pooled fund· $5.0M(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.

Pooled Separate Account

$2.5M

1 holding

Pooled Separate Accounts

$2.5M

25 holdings

Bonds / Notes

$60K

1 holding

Other securities

$4K

1 holding

					% of plan
SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001	Pooled Separate Account	—	—	$2.5M	92.5%
Voya Index Solution 2055 Portfolio Z Pooled Separate Account	Pooled Separate Accounts	—	—	$417K	15.5%
Voya Index Solution 2050 Portfolio Z Pooled Separate Account	Pooled Separate Accounts	—	—	$360K	13.4%
Voya Index Solution 2060 Portfolio Z Pooled Separate Account	Pooled Separate Accounts	—	—	$318K	11.8%
Voya Gov Money Mkt Fnd A (Hold Acct) Pooled Separate Account	Pooled Separate Accounts	—	—	$238K	8.8%
Voya Index Solution 2045 Portfolio Z Pooled Separate Account	Pooled Separate Accounts	—	—	$202K	7.5%
Voya Index Solution 2040 Portfolio Z Pooled Separate Account	Pooled Separate Accounts	—	—	$172K	6.4%
Voya Index Solution 2065 Portfolio Z Pooled Separate Account	Pooled Separate Accounts	—	—	$140K	5.2%
Voya Index Solution 2035 Portfolio Z Pooled Separate Account	Pooled Separate Accounts	—	—	$124K	4.6%
Vanguard 500 Index Fund Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$110K	4.1%
Voya Index Solution 2025 Portfolio Z Pooled Separate Account	Pooled Separate Accounts	—	—	$92K	3.4%
Voya Index Solution Income Port Z Pooled Separate Account	Pooled Separate Accounts	—	—	$63K	2.3%
Notes Receivable From Participants Bearing interest at 9.50%-10.50% -	Bonds / Notes	—	—	$60K	2.2%
Voya Index Solution 2030 Portfolio Z Pooled Separate Account	Pooled Separate Accounts	—	—	$56K	2.1%
Dfa Large Cap International Prt In Pooled Separate Account	Pooled Separate Accounts	—	—	$43K	1.6%
Dfa Emerging Markets Portfolio Inst Pooled Separate Account	Pooled Separate Accounts	—	—	$34K	1.3%
Vanguard Small-Cap Index Fund Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$29K	1.1%
Vanguard Mid-Cap Index Fund Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$25K	0.9%
American Funds Amcap Fund R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$15K	0.6%
Dfa Interm Govt Fixed Income Pt Inst Pooled Separate Account ** 2 * Vanguard Intl Explorer Fund Inv Pooled Separate Account	Pooled Separate Accounts	—	—	$15K	0.5%
Dfa U.S. Targeted Value Port Inst Pooled Separate Account	Pooled Separate Accounts	—	—	$11K	0.4%
Carillon Eagle Small Cap Growth R6 Pooled Separate Account ** 7 * Pimco Rl Est Real Rtn Strat Fnd Inst Pooled Separate Account	Pooled Separate Accounts	—	—	$9K	0.3%
Neuberger Berman Md Cp Grw Fnd R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$5K	0.2%
Dfa U.S. Large Cap Value Port Inst Pooled Separate Account ** 5 * American Funds Europacific Grw R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$5K	0.2%
Exhibit B – Schedule of Delinquent Participant Contributions Participant Total that Constitute Nonexempt Prohibited Transactions Total Fully Contributions Corrected Under Transferred Late VFCP and PTE to Plan	Other securities	—	—	$4K	0.1%
Macquarie Science And Technology R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$2K	<0.1%
Vanguard Total Bnd Mrkt Ind F Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$1K	<0.1%
Pgim High Yield Fund R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$1K	<0.1%