How big is Highland Planning, LLC's plan?

Highland Planning, LLC's plan reported $376K in assets and 23 participants for 2024.

Original filing (PDF)20250724072537NAL0010703618001

Highland Planning, LLC

Name: Highland Planning, LLC — Highland Planning, LLC, Form 5500 (2024)
Creator: Highland Planning, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Highland Planning, LLC 401(k) Plan

401(k) retirement plan · Highland Planning, LLC's Highland Planning, LLC 401(k) Plan held $376K in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$376K

Net assets (EOY)

$376K

People on this filing

Shirley Horner signed Highland Planning, LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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 Planning, LLC's EIN is 46-0901934.

EIN 46-0901934

Plan number 001

Plan year 2024

ACK ID 20250724072537NAL0010703618001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Highland Planning, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Highland Planning, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 PLANNING, 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

Knocking points off