Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Highland Capital Advisors, LLC
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 26 retirement plans with 100 or more participants reported paying Highland Capital Advisors, LLC $5,000 or more. Those plans cover 48,382 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $774K. Per plan, the median was $30.01 per participant, with the middle half of plans between $12.79 and $47.87. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in Washington (20), Oregon (2) and Alaska (1).
In 2010 it appeared on 6 such filings; in 2024, 26. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $12.79 | $30.01 | $47.87 |
| Compensation as a share of plan net assets | 0.04% | 0.07% | 0.10% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Savers 401(k) Plan | Tvi, Inc. | WA | 13,234 | $128M | $56K |
| Columbia Bank 401(k) and Profit Sharing Plan | Columbia Banking System, Inc. | WA | 7,528 | $761M | $75K |
| Sanmar, LKWP, and Affiliates 401(k) Plan | Sanmar Corporation | WA | 5,291 | $204M | $28K |
| Naes Corporation Retirement & 401(k) Plan | Naes Corporation | WA | 3,230 | $644M | $72K |
| Cement Masons and Plasterers Retirement Plan | Board of Trustees, Cement Masons and Plasterers Retirement Trust | WA | 2,984 | $446M | $56K |
| Cement Masons and Plasterers 401(k) Plan | Board of Trustees, Cement Masons and Plasterers 401(k) Trust | WA | 2,430 | $17.6M | $18K |
| Paintmakers Money Accumulation Pension Plan B | Board of Trustees, Paintmakers Money Accumulation | WA | 1,748 | $39.7M | $14K |
| Pipe Trades Pension of Montana | Pipe Trades Pension of Montana | WA | 1,385 | $89.9M | $33K |
| Cement Masons - Employers Pension Plan | Cement Masons - Employers Pension Trust | OR | 1,327 | $123M | $48K |
| Local Union 598 Supplemental Pension Plan | Trustees, Local Union 598 Supplemental Pension Plan | OR | 1,250 | $166M | $26K |
| Northwest Center 401(k) Plan | Northwest Center | WA | 1,107 | $16.5M | $13K |
| Compass Health Retirement Plan | Compass Health | WA | 1,025 | $52.4M | $44K |
| Roofers Local No. 54 Supplemental Benefit Plan | Bot - Roofers Loc. No 54 Supplemental Benefit Plan | WA | 912 | $15.1M | $10K |
| Radiant Logistics, Inc. 401(k) Plan | Radiant Logistics, Inc. | WA | 691 | $54.4M | $27K |
| Washington-Idaho Cement Masons Employers Retirement Trust Fund | Washington-Idaho Cement Masons Employers Retirement Trust Fund | WA | 678 | $42.3M | $28K |
| Naes Corporation Corporate Retirement and 401(k) Plan | Naes Corporation | WA | 557 | $112M | $8,352 |
| Authentic Brands, LLC 401(k) Plan | Authentic Brands, LLC | UT | 478 | $13.5M | $24K |
| Paintmakers Pension Plan | Board of Trustees, Paintmakers Pension Plan | WA | 467 | $19.0M | $14K |
| Lifecenter Northwest 403(b) Retirement Plan | Lifecenter Northwest | WA | 443 | $28.9M | $24K |
| Washington Athletic Club 401(k) Savings Plan | Washington Athletic Club | WA | 313 | $16.4M | $15K |
| Resource Data, Inc. 401(k) Plan | Resource Data, Inc. | AK | 307 | $38.1M | $15K |
| Washington Athletic Club Employees Retirement Plan | Washington Athletic Club | WA | 262 | $14.3M | $18K |
| Horizon House 403(b) Plan | Horizon House | WA | 260 | $17.2M | $24K |
| Concession & Program Employees Local 468 Pension Plan | Board of Trustees of Concession & Program Employees Local 468 Pension | CA | 183 | $961K | $5,408 |
| Krekow Jennings, Inc. Retirement Plan | Krekow Jennings, Inc. | WA | 165 | $17.9M | $21K |
| Duplicator Sales & Service, Inc. 401(k) Plan | Duplicator Sales & Service, Inc. | KY | 127 | $11.1M | $56K |
Questions and answers
How many plans does Highland Capital Advisors, LLC serve?
26 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Highland Capital Advisors, LLC?
The median plan reported $30.01 per participant in direct and indirect compensation (26 plans reporting an amount), or 0.07% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (24 plans), Investment management (2 plans), Investment advisory (participants) (1 plans) and Consulting (general) (1 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.