Original filing (PDF)20240923134327NAL0011419585001

HIGHLAND TRUST PARTNERS, LLC

Name: HIGHLAND TRUST PARTNERS, LLC — HIGHLAND TRUST PARTNERS 401(K) PLAN, Form 5500 (2023)
Creator: HIGHLAND TRUST PARTNERS, LLC

Form 5500-SF

FILING_RECEIVED

HIGHLAND TRUST PARTNERS 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$639K

Net assets (EOY)

$639K

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).

Decision-maker contacts

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

Plan sponsor

Name

HIGHLAND TRUST PARTNERS, LLC

EIN

47-2886776

Address

1077 BAXTER STREET · SUITE 600 · ATHENS, GA · 30606

Phone

(706) 850-4965

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-23

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

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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