How big is Highland Capital Advisors, LLC's plan?

Highland Capital Advisors, LLC's plan reported $3.8M in assets and 7 participants for 2025.

Original filing (PDF)20260416111657NAL0024818819001

Highland Capital Advisors, LLC

Name: Highland Capital Advisors, LLC — Highland Capital, Form 5500 (2025)
Creator: Highland Capital Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Highland Capital Advisors, LLC 401(k) Plan

401(k) retirement plan · Highland Capital Advisors, LLC's Highland Capital Advisors, LLC 401(k) Plan held $3.8M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

William Small signed Highland Capital Advisors, LLC's 2025 Form 5500 as plan administrator.

William Small — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Highland Capital Advisors, LLC's EIN is 20-4284376.

EIN 20-4284376

Plan number 001

Plan year 2025

ACK ID 20260416111657NAL0024818819001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Highland Capital Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Highland Capital Advisors, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HIGHLAND CAPITAL ADVISORS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score