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

Highland Financial Advisors, LLC's plan reported $3.7M in assets and 11 participants for 2025.

Original filing (PDF)20260329095555NAL0013123968001

Highland Financial Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Highland Financial Advisors, LLC 401(k) Savings Plan

401(k) retirement plan · Highland Financial Advisors, LLC's Highland Financial Advisors, LLC 401(k) Savings Plan held $3.7M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Reed Fraasa signed Highland Financial Advisors, LLC's 2025 Form 5500 as plan administrator.

Reed Fraasa — 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 Financial Advisors, LLC's EIN is 22-3469533.

EIN 22-3469533

Plan number 001

Plan year 2025

ACK ID 20260329095555NAL0013123968001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Highland Financial Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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