Plan Ledger DOL Form 5500 · updated monthly

Highland Ventures, LTD.401(k)

HIGHLAND VENTURES, LTD. 401(K) PLAN · BRENTWOOD, TN · plan year 2024

Reported admin expense ratio · 2024
0.27%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Highland Ventures, LTD. reported $47,784 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $275 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.33% to 0.27%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 578th-largest of 1,496 plans among Tennessee employers on file, and the 705th of 2,096 in real estate & leasing. In 2024, employees put in $2.88 for every $1.00 the employer contributed; active participation has grown from 405 to 717 since 2022.

Plan summary
Net assets, end of year$18,705,970
Participants with balances384
Active participants717
Employer contributions$197,026
Employee contributions$566,885
Employer contribution per active participant$275
Average account balance$48,713
Benefits paid to participants$1,344,930
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.7M · 384 accts · $197K emplr
2023$16.8M · 393 accts · $159K emplr
2022$15.4M · 421 accts · $187K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,234
Total administrative$47,784
The Highland Ventures, LTD. 401(k) match · 2024
Employer contribution per active participant$275
Median for plans this size$2,416
2024$275 per active participant
2023$276 per active participant
2022$461 per active participant

Highland Ventures, LTD.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FGMK FINANCIAL SERVICES, LLC · Other servicesindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$47,784 · 0.27%
2023$59,672 · 0.37%
2022$58,677 · 0.33%
Same employer
Similar plansReal Estate & Leasing · Tennessee
Fogelman Properties TN$23.0M · 0.66%
Realty Trust Group, LLC TN$20.1M · 0.11%
Novatech Inc. TN$18.6M · 0.23%
Property Brands TN$17.8M · 0.77%
The Mathews Company, LLC TN$13.7M · 0.66%
Crye-Leike, Inc. TN$13.5M · 0.71%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 371196789 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.