Paul Cooper signed Highmark Residential, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Highmark Residential, LLC's EIN is 87-0736673.
Download the official 2024 Form 5500 (PDF) for Highmark Residential, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Highmark Residential, LLC'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 |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $167K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth Index FD ADMI | Mutual Funds | — | — | $4.3M | 12.6% | |
| Schwab Funds Schwab S&P 500 Index Fund - Select S | Common Collective Trusts | — | — | $4.3M | 12.6% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $4.0M | 11.7% | |
| Metropolitan West Metropolitan West Total Return I | Other securities | — | — | $3.8M | 11.2% | |
| Dodge & Cox Dodge & Cox Stock Fund | Mutual Funds | — | — | $3.3M | 9.5% | |
| Vanguard Total Bond | Mutual Funds | — | — | $3.2M | 9.3% | |
| Vanguard Value Index | Mutual Funds | — | — | $2.6M | 7.7% | |
| Vanguard Small Cap Growth Index ADMI | Mutual Funds | — | — | $2.2M | 6.4% | |
| Franklin Templeton Investments Franklin Small Cap Value Fund Adv CL | Mutual Funds | — | — | $1.9M | 5.5% | |
| Vanguard Short-Term Invst Grade ADM | Mutual Funds | — | — | $1.6M | 4.6% | |
| Participant loans Interest rates ranging from 5.25% to -0- | Bonds / Notes | — | — | $1.1M | 3.3% | |
| Oppenheimer Funds Oppenheimer Developing Markets | Mutual Funds | — | — | $1.0M | 2.9% | |
| Schwab Funds Schwab US Treasury | U.S. Treasuries | — | — | $911K | 2.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
