Verna Krueger signed Highlevel Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Highlevel Inc.'s EIN is 83-1387965.
Download the official 2024 Form 5500 (PDF) for Highlevel Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Highlevel Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $5K | — |
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.
| PI | % 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 | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $108K | 2.6% | |
| Invesco Small Cap Value Fund | Mutual Funds | — | — | $81K | 1.9% | |
| American Funds New Perspective Fund | Mutual Funds | — | — | $77K | 1.9% | |
| American Funds Growth Fund of America | Mutual Funds | — | — | $54K | 1.3% | |
| Franklin Small-Mid Cap Growth Fund | Mutual Funds | — | — | $53K | 1.3% | |
| John Hancock Bond Trust | Other securities | — | — | $52K | 1.3% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $52K | 1.3% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $21K | 0.5% | |
| PIMCO Income Fund | Mutual Funds | — | — | $13K | 0.3% | |
| BlackRock High Yield Portfolio | Other securities | — | — | $10K | 0.2% | |
| MFS Mid Cap Value Fund ** 569 TIAA-CREF Large Cap Value Index Fund | Common Collective Trusts | — | — | $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 | Other securities | — | — | $6K | 0.1% | |
| Principal Diversified International Separate Account-Z | Pooled Separate Accounts | — | — | $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 | Common Collective Trusts | — | — | $3K | <0.1% | |
| T Rowe Price Mid Cap Value Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Fidelity Balanced Fund | Mutual Funds | — | — | $3K | <0.1% | |
| American Funds Income Fund of America | Mutual Funds | — | — | $2K | <0.1% | |
| American Funds New World Fund | Mutual Funds | — | — | $2K | <0.1% | |
| American Beacon International Equity Fund | Other securities | — | — | $1K | <0.1% | |
| American Funds American Balanced Fund | Mutual Funds | — | — | $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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
