# HIGHMARK WEALTH MANAGEMENT CASH BALANCE PLAN

Retirement plan sponsored by **HIGHMARK WEALTH MANAGEMENT LLC**. Form 5500-SF filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | HIGHMARK WEALTH MANAGEMENT LLC |
| EIN | 455553673 |
| Plan number | 002 |
| Plan year | 2025 |
| Location | ST. PAUL, MN |
| Industry | financial services |
| Total assets (end of year) | $2.0M |
| Participants | 6 |

## Other plans from this sponsor

- HIGHMARK WEALTH MANAGEMENT 401(K): https://planoptica.com/retirement/455553673-001

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/retirement/455553673-002
- Cite as: PlanOptica, https://planoptica.com/retirement/455553673-002
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers