AUMdb

Highlands Ventures, Llc 401(k) Plan

Sponsored by Highlands Ventures, Llc · EIN 880725923 · Plan #001

Total assets
$10.9M
Net assets
$10.9M
Active participants
52
With balances
148

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Schneider Downs & Co Inc Consulting (general) $48,000
The Vanguard Group, Inc. Recordkeeping, Trustee (directed), Participant loan processing $12,488