Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HILL WEALTH MANAGEMENT AT HIGHTOWER, LLC
EIN 82-2399242Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
8
2300 LAKEVIEW PKWY, SUITE 700 - ALPHARETTA, GA 30009470-289-1750
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 8 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
HILL WEALTH MANAGEMENT AT HIGHTOWER, LLC 401K PROFIT SHARING PLAN
401k
Assets$1.7M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HILL WEALTH MANAGEMENT AT HIGHTOWER, LLC CASH BALANCE PLAN
CashBalance
Assets$572K
Participants4
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 | HILL WEALTH MANAGEMENT AT HIGHTOWER, LLC 401K PROFIT SHARING PLAN | 401k | $1.7M | 4 | 2025 | |
| 002 | HILL WEALTH MANAGEMENT AT HIGHTOWER, LLC CASH BALANCE PLAN | CashBalance | $572K | 4 | 2025 |
Retirement plans