Defined-contribution retirement plan · Hightower Initiatives LLC's Optimistic Outcomes 401(k) Plan held $860K in plan assets for 2 participants in 2023.
Signals · 1
High average account balance
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$860K
Net assets (EOY)
$860K
Plan identifiers
Hightower Initiatives LLC's EIN is 81-5175196.
EIN 81-5175196
Plan number 001
Plan year 2023
ACK ID 20241107130838NAL0006011507001
Official Form 5500 document
Download the official 2023 Form 5500 (PDF) for Hightower Initiatives LLC from the U.S. Department of Labor's EFAST2 system.
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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
88
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
