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Sponsor portfolio

HIGHLAND CAPITAL, LLC

EIN 36-4378093-investment banking-Latest filing 2024
Plans
2
Retirement
2
$725K assets
Welfare
0
Participants
8
171 CARY AVENUE - HIGHLAND PARK, IL 60035847-926-8670highridge.capitalLinkedIn1-10 employeesinvestment banking
Plans on this EIN
2 filings
#003CashBalance-$426K - 4 part#002401k-$299K - 4 part

Retirement portfolio analytics

2 plans aggregated / $725K assets / 8 participants

Assets by plan

Share of aggregate retirement assets

59%top
  • CASH BALANCE PLAN (#003)59%
  • HIGHLAND CAPITAL 401(K) (#002)41%
Total $725KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#003)4
  • HIGHLAND CAPITAL 401(K) (#002)4
Total 8Click 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#003

HIGHLAND CAPITAL CASH BALANCE PLAN

CashBalance

Assets$426K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HIGHLAND CAPITAL 401(K) PLAN

401k

Assets$299K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003HIGHLAND CAPITAL CASH BALANCE PLANCashBalance$426K42024
002HIGHLAND CAPITAL 401(K) PLAN401k$299K42024
Retirement plans
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