Plan Ledger DOL Form 5500 · updated monthly

Highlevel Inc.401(k)

HIGHLEVEL INC. 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Highlevel Inc. reported $4,500 in plan administrative expenses for 2024: 0.15% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,295 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (4,262nd of 5,688), and 10,113th of 11,654 in professional & technical services. In 2024, employees put in $1.74 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,140,792
Participants with balances265
Active participants268
Employer contributions$614,969
Employee contributions$1,073,092
Employer contribution per active participant$2,295
Average account balance$15,626
Benefits paid to participants$274,191
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,500
Total administrative$4,500
The Highlevel Inc. 401(k) match · 2024
Employer contribution per active participant$2,295
Median for plans this size$1,313

Highlevel Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size. 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 · 20241
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$4,500

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

Administrative cost history1
2024$4,500 · 0.15%
Same employer
Similar plansProfessional & Technical Services · Texas
Acumera, Inc. TX$4.1M · 0.82%
Ideal Impact, Inc. TX$4.1M · 0.05%
Landpoint, LLC TX$4.1M · 0.53%
Orum Inc. TX$4.1M · 0.15%
Tex-Air Parts, Inc. TX$4.1M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 831387965 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.