Original filing (PDF)20250626125133NAL0009001377001

HIGHLAND WEALTH ADVISORS, LLC

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

Form 5500-SF

FILING_RECEIVED

HIGHLAND WEALTH ADVISORS, LLC 401(K) SAVINGS PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$687K

Net assets (EOY)

$687K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

HIGHLAND WEALTH ADVISORS, LLC

EIN

27-3009070all filings

Address

98 EASTGATE ROAD · MASSAPEQUA PARK, NY · 11762

Phone

(516) 242-5898

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