AUMdb

Highmark Residential 401(k) Plan

Sponsored by Highmark Residential, Llc · EIN 870736673 · Plan #001

Total assets
$34.3M
Net assets
$34.3M
Active participants
2,177
With balances
991

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
Milliman, Inc. Recordkeeping, Consulting (pension), Direct payment from the plan $166,843
Charles Schwab Trust Bank Trustee (directed), Custodial (securities), Shareholder servicing fees $0
Charles Schwab & Co., Inc. Custodial (securities), Trustee (directed), Shareholder servicing fees $0