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Original filing (PDF)20251106115959NAL0009424049001
HIGHGROUND RESTORATION GROUP, INC.
Form 5500
FILING_RECEIVED
HIGHGROUND RESTORATION GROUP 401(K) AND RETIREMENT PLAN
401(k) retirement plan
Signals · 1
~87 bps in Sched C fees
Active participants
597
Accounts w/ balance
316
Plan assets (EOY)
$7.0M
Net assets (EOY)
$7.0M
How this plan invests
This plan
1 pooled trust
Schedule D
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
65
Vendor stack
100
Participation health
80
Knocking points off
- 87 bps in Schedule C fees — 68% above peer band of 52 bps.
- 53% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HIGHGROUND RESTORATION GROUP, INC..
Plan sponsor
Name
HIGHGROUND RESTORATION GROUP, INC.
EIN
84-4626914
Address
3701 W. ROYAL LANE · IRVING, TX · 75063
Phone
(972) 533-7901
Industry
Admin Support & Waste Mgmtsee 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
2025-11-06
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LEE CPA AUDIT GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $25K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVISORS | — | OVERLAND PARK, KS | INVESTMENT ADVISOR | $36K | — |
Investments
15 direct securities · 1 pooled fund· $7.0M(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.
Uncategorized
$6.5M
15 holdings
Common Collective Trust
$466K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX Registered Investment Company | — | — | — | $1.4M | 20.2% | |
| ISHARES MSCI EAFE INTERNATIONAL INDEX K Registered Investment Company | — | — | — | $998K | 14.3% | |
| Fixed Annuity * EI FIXED ACCOUNT - SERIES CLASS I Fixed Annuity ** $ | — | — | — | $735K | 10.5% | |
| FIDELITY MID CAP INDEX Registered Investment Company | — | — | — | $548K | 7.8% | |
| PGIM TOTAL RETURN BOND R6 Registered Investment Company | — | — | — | $499K | 7.1% | |
| PUTNAM LARGE CAP VALUE TRUST I PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $466K | 6.7% | |
| JPMORGAN LARGE CAP GROWTH R6 Registered Investment Company | — | — | — | $395K | 5.7% | |
| VIRTUS NEWFLEET LOW DUR COR PL BD R6 Registered Investment Company | — | — | — | $380K | 5.4% | |
| JANUS HENDERSON GLOBAL EQUITY INCOME N Registered Investment Company | — | — | — | $349K | 5.0% | |
| GOLDMAN SACHS GQG PTNRS INTL OPPS R6 Registered Investment Company | — | — | — | $277K | 4.0% | |
| PGIM GLOBAL TOTAL RETURN R6 Registered Investment Company | — | — | — | $209K | 3.0% | |
| FIDELITY SMALL CAP INDEX Registered Investment Company | — | — | — | $207K | 3.0% | |
| FIDELITY MID CAP VALUE INDEX Registered Investment Company | — | — | — | $170K | 2.4% | |
| JPMORGAN MID CAP GROWTH R6 Registered Investment Company | — | — | — | $145K | 2.1% | |
| FIDELITY SMALL CAP VALUE INDEX Registered Investment Company | — | — | — | $107K | 1.5% | |
| Registered Investment Companies AMERICAN CENTURY SMALL CAP GROWTH R6 Registered Investment Company | — | — | — | $84K | 1.2% |
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