2023 Form 5500 filing — Hightower 401(K) Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015082253NAL0014241859005) for Hightower 401(K) Plan, reported by Hightower Holding, LLC under EIN 26-2270729 and plan number 001. It reports 1,545 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$151.7MReported net assets$151,672,051
Participants1.5K1,545
Provider compensation$13.9K2 Schedule C row(s)$13,902
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015082253NAL0014241859005
Plan sponsor
Hightower Holding, LLC
EIN
26-2270729
Plan number
001
Location
Chicago, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$151.7M total assets
Net assets$151.7MLiabilities
Money in vs. money out
Total income / additions$51.6M
Total expenses$7.2M
Benefits paid / distributions$7.1M
Contributions
Employer$6M
Participant$18.6M
Full reported line items
Total assets (EOY)
$151,672,051
Net assets (EOY)
$151,672,051
Employer contributions
$5,967,531
Participant contributions
$18,604,593
Total income / additions
$51,649,499
Benefits paid
$7,109,993
Administrative expenses
$13,902
Total expenses
$7,166,331
Net increase / (decrease)
$44,483,168
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORD KEEPER · Direct $13.9K · Indirect $0
  2. 2
    SECURITIES BROKER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015082253NAL0014241859005 cover?
It is the 2023 Form 5500 filing for Hightower 401(K) Plan, reported by Hightower Holding, LLC (EIN 26-2270729).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages