How big is Highpoint Financial Group, LLC's plan?

Highpoint Financial Group, LLC's plan reported $1.2M in assets and 6 participants for 2024.

Original filing (PDF)20250609132553NAL0023596880002

Highpoint Financial Group, LLC

Name: Highpoint Financial Group, LLC — Highpoint Financial, Form 5500 (2024)
Creator: Highpoint Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Highpoint Financial Group 401(k) Plan

401(k) retirement plan · Highpoint Financial Group, LLC's Highpoint Financial Group 401(k) Plan held $1.2M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Steven Wilson signed Highpoint Financial Group, LLC's 2024 Form 5500 as plan administrator.

Steven Wilson — 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

Highpoint Financial Group, LLC's EIN is 92-2116873.

EIN 92-2116873

Plan number 001

Plan year 2024

ACK ID 20250609132553NAL0023596880002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Highpoint Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Highpoint Financial Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HIGHPOINT FINANCIAL GROUP, 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