Highpoint Solutions, Inc. Profit Sharing & 401(k) Plan
Sponsored by Highpoint Solutions, Inc. · EIN 223462774 · Plan #002
- Total assets
- $34.0M
- Net assets
- $34.0M
- Active participants
- 114
- With balances
- 136
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| M Holdings Securities, Inc. CRD 43285 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| M Holdings Securities, Inc. | Consulting (general), Investment advisory (plan) | $60,569 |
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $2,546 |