Filings through Oct 24, 2026.

Hightower Holding, LLC

EIN 26-2270729investment bankingLatest filing 2025

Plans

Retirement

$278.3M assets

Health & Benefits

$1.4M premiums

Participants

3,734

200 WEST MADISON STREET, SUITE 2500 - CHICAGO, IL 60606312-962-3829byadvisorsforadvisors.comLinkedIn501-1000 employeesinvestment banking

Plans on this EIN

3 filings

#001401(k)-$264.3M - 1,918 part #002401(k)-$14.0M - 59 part #506Mixed-$1.4M - 2,777 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $278.3M assets / 1,977 participants

Assets by plan

Share of aggregate retirement assets

HIGHTOWER 401(K) (#001)$264.3M
ADVISOR GROUP 401(K) (#002)$14.0M

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

1 plan / $1.4M premiums / 2,777 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Life$1.3M
Short-term disability$1.3M
Long-term disability$1.3M
Other$1.3M
Vision$154K

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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

HIGHTOWER 401(K) PLAN

401(k)

Assets$264.3M

Participants1,918

On the plan page

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan

Retirement#002

HIGHTOWER ADVISOR GROUP 401(K) PLAN

401(k)

Assets$14.0M

Participants59

On the plan page

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan

Health & Benefits#506