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| Company Name: | HIGHLAND WEALTH ADVISORS, LLC |
| Employer identification number (EIN): | 273009070 |
| NAIC Classification: | 541211 |
| NAIC Description: | Offices of Certified Public Accountants |
The following addresses have been detected on the 401k submissions:
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2008-01-01 | |||||
| Date last seen: 2024-08-31 | |||||
| Date | Description |
|---|---|
| 2023-06-28 | 273009070 Change of name detected from ROBERT JURGENS, CPA PC to HIGHLAND WEALTH ADVISORS, LLC |
| 2023-06-28 | 273009070 Change of plan name detected from ROBERT JURGENS, CPA PC 401(K) SAVINGS PLAN to HIGHLAND WEALTH ADVISORS, LLC 401(K) SAVINGS PLAN for plan ID 001 |
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 001 | HIGHLAND WEALTH ADVISORS, LLC 401(K) SAVINGS PLAN | 2022-01-01 | 2000-01-01 |
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