Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HIGHMARK WEALTH MANAGEMENT LLC
EIN 45-5553673financial servicesLatest filing 2025
Plans
2
Retirement
2
$4.7M assets
Welfare
0
Participants
12
944 INWOOD AVE. N - ST. PAUL, MN 55128651-829-3300highmarkwealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.7M assets / 12 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HIGHMARK WEALTH MANAGEMENT 401(K)
401k
Assets$2.6M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HIGHMARK WEALTH MANAGEMENT CASH BALANCE PLAN
CashBalance
Assets$2.0M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HIGHMARK WEALTH MANAGEMENT 401(K) | 401k | $2.6M | 6 | 2025 | |
| 002 | HIGHMARK WEALTH MANAGEMENT CASH BALANCE PLAN | CashBalance | $2.0M | 6 | 2025 |
Retirement plans