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Original filing (PDF)20251010162152NAL0008471121001
HIGHLEVEL INC.
Form 5500
FILING_RECEIVED
HIGHLEVEL INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
268
Accounts w/ balance
265
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
How this plan invests
This plan
13 pooled trusts
Schedule D
32 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.
Helping the score
- Below-peer total fees (11 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HIGHLEVEL INC..
Plan sponsor
Name
HIGHLEVEL INC.
EIN
83-1387965
Address
5473 BLAIR RD · STE 100 PMB 383313 · DALLAS, TX · 752314227
Phone
(512) 740-9571
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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KBF CPAS - AUDIT, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $5K | — |
Investments
22 direct securities · 13 pooled funds· $4.1M(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
$3.0M
11 holdings
Uncategorized
$1.1M
22 holdings
Pooled Separate Account
$7K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $662K | 16.0% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $599K | 14.5% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $547K | 13.2% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $530K | 12.8% | |
| ClearBridge Small Cap Growth Fund ** 617 Fidelity 500 Index Fund | — | — | — | $501K | 12.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $369K | 8.9% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $164K | 4.0% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $117K | 2.8% | |
| American Funds American Mutual Fund | — | — | — | $108K | 2.6% | |
| Invesco Small Cap Value Fund | — | — | — | $81K | 1.9% | |
| American Funds New Perspective Fund | — | — | — | $77K | 1.9% | |
| American Funds Growth Fund of America | — | — | — | $54K | 1.3% | |
| Franklin Small-Mid Cap Growth Fund | — | — | — | $53K | 1.3% | |
| John Hancock Bond Trust | — | — | — | $52K | 1.3% | |
| Fidelity Mid Cap Index Fund | — | — | — | $52K | 1.3% | |
| Fidelity Small Cap Index Fund | — | — | — | $51K | 1.2% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $35K | 0.9% | |
| American Funds EuroPacific Growth Fund ** 997 iShares MSCI EAFE International Index Fund | — | — | — | $21K | 0.5% | |
| PIMCO Income Fund | — | — | — | $13K | 0.3% | |
| BlackRock High Yield Portfolio | — | — | — | $10K | 0.2% | |
| MFS Mid Cap Value Fund ** 569 TIAA-CREF Large Cap Value Index Fund | — | — | — | $8K | 0.2% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $7K | 0.2% | |
| JPMorgan US Research Enhanced Equity Fund | — | — | — | $6K | 0.1% | |
| Principal Diversified International Separate Account-Z | — | — | — | $4K | <0.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $4K | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $3K | <0.1% | |
| Fidelity Extended Market Index Fund | — | — | — | $3K | <0.1% | |
| T Rowe Price Mid Cap Value Fund | — | — | — | $3K | <0.1% | |
| Fidelity Balanced Fund | — | — | — | $3K | <0.1% | |
| American Funds Income Fund of America | — | — | — | $2K | <0.1% | |
| American Funds New World Fund | — | — | — | $2K | <0.1% | |
| American Beacon International Equity Fund | — | — | — | $1K | <0.1% | |
| American Funds American Balanced Fund | — | — | — | $1K | <0.1% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% |
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