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Original filing (PDF)20251013152503NAL0000770515001
HIGHMARK RESIDENTIAL, LLC
Form 5500
FILING_RECEIVED
HIGHMARK RESIDENTIAL 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,177
Accounts w/ balance
991
Plan assets (EOY)
$34.3M
Net assets (EOY)
$34.3M
How this plan invests
This plan
13 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
80
Participation health
65
Knocking points off
- 49 bps in Schedule C fees — 68% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
- Only 46% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HIGHMARK RESIDENTIAL, LLC.
Plan sponsor
Name
HIGHMARK RESIDENTIAL, LLC
EIN
87-0736673
Address
5429 LBJ FREEWAY, SUITE 800 · DALLAS, TX · 75240
Phone
(214) 561-1200
Industry
Real Estatesee 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
2025-10-13
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)
Audit & trust (Schedule H)
Auditor
WHITLEY PENN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $167K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
Investments
13 direct securities· $34.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth Index FD ADMI | — | — | — | $4.3M | 12.6% | |
| Schwab Funds Schwab S&P 500 Index Fund - Select S | — | — | — | $4.3M | 12.6% | |
| Fidelity International Index Fund | — | — | — | $4.0M | 11.7% | |
| Metropolitan West Metropolitan West Total Return I | — | — | — | $3.8M | 11.2% | |
| Dodge & Cox Dodge & Cox Stock Fund | — | — | — | $3.3M | 9.5% | |
| Vanguard Total Bond | — | — | — | $3.2M | 9.3% | |
| Vanguard Value Index | — | — | — | $2.6M | 7.7% | |
| Vanguard Small Cap Growth Index ADMI | — | — | — | $2.2M | 6.4% | |
| Franklin Templeton Investments Franklin Small Cap Value Fund Adv CL | — | — | — | $1.9M | 5.5% | |
| Vanguard Short-Term Invst Grade ADM | — | — | — | $1.6M | 4.6% | |
| Participant loans Interest rates ranging from 5.25% to -0- | — | — | — | $1.1M | 3.3% | |
| Oppenheimer Funds Oppenheimer Developing Markets | — | — | — | $1.0M | 2.9% | |
| Schwab Funds Schwab US Treasury | — | — | — | $911K | 2.7% |
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