Original filing (PDF)20250313140739NAL0034940240001

HIGHLAND FINANCIAL ADVISORS, LLC

Name: HIGHLAND FINANCIAL ADVISORS, LLC — HIGHLAND FINANCIAL ADVISORS, LLC 401(K) SAVINGS PLAN, Form 5500 (2024)
Creator: HIGHLAND FINANCIAL ADVISORS, LLC

Form 5500-SF

FILING_RECEIVED

HIGHLAND FINANCIAL ADVISORS, LLC 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HIGHLAND FINANCIAL ADVISORS, LLC.

Plan sponsor

Name

HIGHLAND FINANCIAL ADVISORS, LLC

EIN

22-3469533

Address

1680 RT. 23 NORTH - STE 210 · WAYNE, NJ · 07470

Phone

(973) 557-2933

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-03-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

GS GAMMA MANAGEMENT, LLC

GS GAMMA MANAGEMENT, LLC 401K PROFIT SHARING PLAN

$3.0M · 4 participants

PSC FINANCIAL, LLC

PSC FINANCIAL, LLC CASH BALANCE PLAN

$3.0M · 3 participants

EMAX FINANCIAL & REAL ESTATE ADVISORY SERVICES, LLC

EMAX FINANCIAL & REAL ESTATE ADVISORY SERVICES LLC 401(K) PROFIT SHARING PLAN

$3.0M · 11 participants

FUTURE BENEFITS CORPORATION

FUTURE BENEFITS CORPORATION 401(K) PROFIT SHARING PLAN

$3.0M · 6 participants

FERGUSON, MULLIGAN & POET, LLC