How big is Highland Trust Partners, LLC's plan?

Highland Trust Partners, LLC's plan reported $639K in assets and 2 participants for 2023.

Original filing (PDF)20240923134327NAL0011419585001

Highland Trust Partners, LLC

Name: Highland Trust Partners, LLC — Highland Trust, Form 5500 (2023)
Creator: Highland Trust Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Highland Trust Partners 401(k) Plan

401(k) retirement plan · Highland Trust Partners, LLC's Highland Trust Partners 401(k) Plan held $639K in plan assets for 2 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$639K

Net assets (EOY)

$639K

Plan identifiers

Highland Trust Partners, LLC's EIN is 47-2886776.

EIN 47-2886776

Plan number 001

Plan year 2023

ACK ID 20240923134327NAL0011419585001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Highland Trust Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Highland Trust Partners, 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 TRUST PARTNERS, 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