HIGHLAND PLANNING, LLC 401(K) PLAN

[ EIN: 04-0901934 | Plan No. 001 ]

Form 5500 filing classifies HIGHLAND PLANNING, LLC 401(K) PLAN as a 401(k) plan, sponsored by HIGHLAND PLANNING, LLC. The plan is a Small Plan with 5 participants and total assets of $243,318 reported for the 2020 plan year.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: HIGHLAND PLANNING, LLC

Location: 820 S. CLINTON, ROCHESTER, NY 14620

EIN: 040901934

Plan Number: 001

Plan Year: 2020

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 5

Total Assets: $243,318

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