How big is Highmark Wealth Strategies' plan?

Highmark Wealth Strategies' plan reported $828K in assets and 2 participants for 2024.

Original filing (PDF)20251014153051NAL0001586531001

Highmark Wealth Strategies

Name: Highmark Wealth Strategies — Highmark Wealth, Form 5500 (2024)
Creator: Highmark Wealth Strategies
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Highmark Wealth Strategies 401(k) PS Plan

401(k) retirement plan · Highmark Wealth Strategies' Highmark Wealth Strategies 401(k) PS Plan held $828K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$828K

Net assets (EOY)

$828K

People on this filing

DOUG Glynn signed Highmark Wealth Strategies' 2024 Form 5500 as plan administrator.

DOUG Glynn — 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

Highmark Wealth Strategies' EIN is 56-2573533.

EIN 56-2573533

Plan number 001

Plan year 2024

ACK ID 20251014153051NAL0001586531001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Highmark Wealth Strategies' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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