PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. HIGHLAND CONSULTING ASSOCIATES, INC.
Sponsor portfolio

HIGHLAND CONSULTING ASSOCIATES, INC.

EIN 34-1753575-financial services-Latest filing 2025
Plans
2
Retirement
2
$20.7M assets
Welfare
0
Participants
78
159 CROCKER BLVD, SUITE 350 - CLEVELAND, OH 441458132440-808-1500highlandusa.netLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$14.8M - 42 part#002ESOP-$5.9M - 36 part

Retirement portfolio analytics

2 plans aggregated / $20.7M assets / 78 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • PROFIT SHARING PLAN (#001)71%
  • EMPLOYEE STOCK OWNERSHIP (#002)29%
Total $20.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)42
  • EMPLOYEE STOCK OWNERSHIP (#002)36
Total 78Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HIGHLAND CONSULTING ASSOCIATES, INC. PROFIT SHARING PLAN

401k

Assets$14.8M
Participants42
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HIGHLAND CONSULTING ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$5.9M
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HIGHLAND CONSULTING ASSOCIATES, INC. PROFIT SHARING PLAN401k$14.8M422025
002HIGHLAND CONSULTING ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$5.9M362025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica