Plans listing this provider
13
0.02% of the 56,420 plans with Schedule H financials; 12 in 2023
Providers › Highland Capital Advisors, LLC
Highland Capital Advisors, LLC
- Service provider, as named on Schedule C
- EIN 204284376
- Plan year 2024
- Direct compensation reported $381,182
Assets of those plans
$2,038,876,182
0.03% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$381,182
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 12 |
| 50 | Direct payment from the plan | 6 |
| 16 | Consulting (general) | 1 |
| 26 | Investment advisory (participants) | 1 |
| 28 | Investment management | 1 |
| 51 | Investment management fees paid directly by plan | 1 |
| 70 | Consulting fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Umpqua Bank 401(k) and Profit Sharing Plan | Columbia Banking System | $761,327,996 | 7,418 | $75,000 |
| Naes Corporation Retirement & 401(k) Plan | Naes | $643,653,956 | 3,040 | $71,648 |
| Sanmar, LKWP, and Affiliates 401(k) Plan | Sanmar | $204,259,765 | 3,129 | $27,808 |
| Savers 401(k) Plan | TVI | $127,665,407 | 3,976 | $56,006 |
| Naes Corporation Corporate Retirement and 401(k) Plan | Naes | $112,429,813 | 525 | $8,352 |
| Radiant Logistics, Inc. 401(k) Plan | Radiant Logistics | $54,433,203 | 626 | $26,780 |
| Resource Data, Inc. 401(k) Plan | Resource Data | $38,120,141 | 301 | $14,652 |
| Krekow Jennings, Inc. Retirement Plan | Krekow Jennings | $17,865,454 | 157 | $20,800 |
| Cement Masons and Plasterers 401(k) Plan | Board of Trustees Cement Masons and Plasterers 401(k) Trust | $17,633,415 | 1,975 | $17,500 |
| Northwest Center 401(k) Plan | Northwest Center | $16,457,428 | 470 | $13,332 |
| Washington Athletic Club 401(k) Savings Plan | Washington Athletic Club | $16,354,892 | 310 | $14,987 |
| Roofers Local No. 54 Supplemental Benefit Plan | BOT - Roofers LOC. No 54 Supplemental Benefit Plan | $15,183,104 | 902 | $10,000 |
| Authentic Brands, LLC 401(k) Plan | Authentic Brands | $13,491,608 | 280 | $24,317 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.