How big is Highline Wealth Partners, LLC's plan?

Highline Wealth Partners, LLC's plan reported $469K in assets and 6 participants for 2024.

Original filing (PDF)20250227182502NAL0004413808001

Highline Wealth Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Highline Wealth Partners, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Highline Wealth Partners, LLC's Highline Wealth Partners, LLC 401(k) Profit Sharing Plan held $469K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$469K

Net assets (EOY)

$469K

Plan identifiers

Highline Wealth Partners, LLC's EIN is 95-3517087.

EIN 95-3517087

Plan number 004

Plan year 2024

ACK ID 20250227182502NAL0004413808001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Highline Wealth Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Highline Wealth Partners, 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 HIGHLINE WEALTH PARTNERS, 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