How big is Highlands CPA's plan?

Highlands CPA's plan reported $45K in assets and 4 participants for 2024.

Original filing (PDF)20250910113823NAL0035000592001

Highlands CPA

Name: Highlands CPA — Highlands CPA 401(k) Plan, Form 5500 (2024)
Creator: Highlands CPA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Highlands CPA 401(k) Plan

401(k) retirement plan · Highlands CPA's Highlands CPA 401(k) Plan held $45K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$45K

Net assets (EOY)

$45K

Plan identifiers

Highlands CPA's EIN is 47-3858315.

EIN 47-3858315

Plan number 001

Plan year 2024

ACK ID 20250910113823NAL0035000592001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Highlands CPA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Highlands CPA's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HIGHLANDS CPA.

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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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

HIGHLANDS CPA

EIN

all filings

Address

2700 E LOUISIANA AVE · UNIT 102 · DENVER, CO · 80210

Phone

(303) 718-1102

Industry

CPA Offices· Professional & Technical Services

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

2025-09-10

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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