Jonas Croft signed Highline Warren LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Highline Warren LLC's EIN is 85-3672631.
Download the official 2024 Form 5500 (PDF) for Highline Warren LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Highline Warren LLC's plan includes 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $122K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN LP | — | NASHVILLE, TN | INVESTMENT ADVISOR | $113K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK LifePath Index 2030 K | Other securities | — | — | $13.7M | 17.0% | |
| BLACKROCK LifePath Index Retirement K | Other securities | — | — | $12.1M | 15.1% | |
| BLACKROCK LifePath Index 2035 K | Other securities | — | — | $10.5M | 13.1% | |
| BLACKROCK LifePath Index 2040 K | Other securities | — | — | $9.0M | 11.1% | |
| BLACKROCK LifePath Index 2045 K | Other securities | — | — | $6.0M | 7.5% | |
| BLACKROCK LifePath Index 2050 K | Other securities | — | — | $6.0M | 7.5% | |
| FIDELITY 500 Index | Common Collective Trusts | — | — | $5.1M | 6.3% | |
| BLACKROCK LifePath Index 2055 K | Other securities | — | — | $2.7M | 3.4% | |
| Participant loans Interest rates at 4.25% to 9.5% $ -0- | Bonds / Notes | — | — | $2.0M | 2.4% | |
| AB US LARGE CAP GR CIT W SERIES P1 GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $1.7M | 2.2% | |
| BLACKROCK LifePath Index 2060 K | Other securities | — | — | $1.7M | 2.1% | |
| JPMORGAN Equity Income R6 | Other securities | — | — | $1.4M | 1.8% | |
| Empower Annuity Insurance Co. Key Guaranteed Portfolio Fund | Common Stocks | — | — | $1.1M | 1.4% | |
| AMERICAN FUNDS New Perspective R6 | Mutual Funds | — | — | $1.1M | 1.3% | |
| BLACKROCK LifePath Index 2065 K | Other securities | — | — | $1.0M | 1.3% | |
| FIDELITY Extended Market Index | Mutual Funds | — | — | $815K | 1.0% | |
| PGIM Total Return Bond R6 | Other securities | — | — | $645K | 0.8% | |
| AMERICAN FUNDS New World R6 | Mutual Funds | — | — | $598K | 0.7% | |
| AB US SMALL & MID CAP VAL W SERIES GREAT GRAY · EIN 38-4116868 / PN 532 | Common Collective Trust | — | — | $588K | 0.7% | |
| FIDELITY Global ex US Index | Mutual Funds | — | — | $520K | 0.6% | |
| BLACKROCK High Yield Bond Portfolio K | Other securities | — | — | $463K | 0.6% | |
| AMERICAN FUNDS EuroPacific Gr R6 | Mutual Funds | — | — | $370K | 0.5% | |
| AB US SMALL & MID CAP GR W SERIES GREAT GRAY · EIN 38-4116871 / PN 536 | Common Collective Trust | — | — | $319K | 0.4% | |
| FIDELITY US Bond Index | Mutual Funds | — | — | $302K | 0.4% | |
| PIMCO Income Instl | Mutual Funds | — | — | $283K | 0.4% | |
| PIMCO Commodity Real Ret Strat Instl | Mutual Funds | — | — | $96K | 0.1% | |
| EMPOWER International Value Instl | Other securities | — | — | $78K | <0.1% | |
| INVESCO Global Real Estate R6 | Mutual Funds | — | — | $46K | <0.1% | |
| FIDELITY Inflation Protected Bond Index | Mutual Funds | — | — | $42K | <0.1% | |
| AMERICAN FUNDS Capital World Bond R6 | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACUFF & ASSOCIATES, INC. | — | BRENTWOOD, TN | CONTRACT ADMIN | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WATKINS UIBERALL PLLC | — | MEMPHIS, TN | AUDITOR | $15K | — |
