JODY HORN signed Highlands Ranch Community Association, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Highlands Ranch Community Association, Inc.'s EIN is 84-0869474.
Download the official 2024 Form 5500 (PDF) for Highlands Ranch Community Association, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Highlands Ranch Community Association, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $23K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Fidelity FID 500 INDEX | Mutual Funds | — | — | $3.2M | 23.6% | |
| Principal Lifetime PIF LIFETIME 2040 I | Other securities | — | — | $1.2M | 9.1% | |
| Principal Lifetime PIF LIFETIME 2035 I | Other securities | — | — | $878K | 6.4% | |
| Principal Lifetime PIF LIFETIME 2030 I | Other securities | — | — | $852K | 6.2% | |
| Principal Lifetime PIF LIFETIME 2055 I | Other securities | — | — | $800K | 5.8% | |
| AB Large AB LG CAP GRTH Z | Other securities | — | — | $770K | 5.6% | |
| Principal Lifetime PIF LIFETIME 2050 I | Other securities | — | — | $769K | 5.6% | |
| Principal Lifetime PIF LIFETIME 2020 I | Other securities | — | — | $669K | 4.9% | |
| Principal Lifetime PIF LIFETIME 2025 I | Other securities | — | — | $421K | 3.1% | |
| Fidelity FID MID CAP IDX | Common Collective Trusts | — | — | $404K | 2.9% | |
| Principal Lifetime PIF LIFETIME 2045 I | Other securities | — | — | $377K | 2.7% | |
| Fidelity FID SM CAP IDX | Common Collective Trusts | — | — | $366K | 2.7% | |
| Lord Abbett LD ABBETT DEV GRTH I | Mutual Funds | — | — | $334K | 2.4% | |
| MELLON STABLE VAL M THE BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 000 | Common Collective Trust | — | — | $307K | 2.2% | |
| Columbia COL SM CAP VAL II I3 | Other securities | — | — | $284K | 2.1% | |
| American Funds AF EUROPAC GROWTH R6 | Mutual Funds | — | — | $269K | 2.0% | |
| MFS MID CAP VALUE R6 | Mutual Funds | — | — | $266K | 1.9% | |
| BlackRock BLKRK MD CP GR EQ K | Other securities | — | — | $177K | 1.3% | |
| Principal Lifetime PIF REAL EST SEC IS | Other securities | — | — | $161K | 1.2% | |
| Fidelity FID US BOND IDX | Common Collective Trusts | — | — | $148K | 1.1% | |
| Principal Lifetime PIF LT STRAT INC I | Common Stocks | — | — | $136K | 1.0% | |
| Goldman Sachs GS INTL SM CP INS I | Other securities | — | — | $135K | 1.0% | |
| Fidelity FID INTL INDEX | Mutual Funds | — | — | $131K | 1.0% | |
| T. Rowe Price TRP EQUITY INCOME | Other securities | — | — | $122K | 0.9% | |
| Principal Lifetime PIF CORE PL BOND IS | Other securities | — | — | $105K | 0.8% | |
| Participant Loans Maturing through 2029 -0- | Participant loans | — | — | $104K | 0.8% | |
| Principal Lifetime PIF LIFETIME 2060 I | Other securities | — | — | $101K | 0.7% | |
| Principal Lifetime PIF LIFETIME 2065 I | Other securities | — | — | $93K | 0.7% | |
| JPMorgan JPM CORE BOND R6 | Other securities | — | — | $45K | 0.3% | |
| Principal Lifetime PIF LIFETIME 2015 I | Other securities | — | — | $13K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
