AUMdb

Highlands Residential Mortgage, Ltd. 401(k) Plan

Sponsored by Highlands Residential Mortgage · EIN 752269700 · Plan #001

Total assets
$27.7M
Net assets
$27.7M
Active participants
433
With balances
497

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $64,366
Summit Financial, Llc Recordkeeping, Trustee (institutional), Other services $49,264
Adp Broker Dealer Sub-transfer agency fees, Shareholder servicing fees $0