# High Pines Wealth Management L 401(k) Plan
Source: https://planprovider.pro/companies/high-pines-wealth-management-l-401k-plan

> High Pines Wealth Management L's 401(k) plan: 3 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** High Pines Wealth Management L

- **Sponsor EIN:** 821663669

- **Sponsor Address:** 25 TORREY LN, DUXBURY, MA, 023324911

- **Plan Type:** 401(k)

- **Total Participants:** 3

- **Total Assets:** $255,685

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|3|$255,685|$2,204|$22,644|

| 2023|3|$153,762|$1,043|$52,343|

## Similar Plans

- [Adamas Capital Management, LLC](https://planprovider.pro/companies/adamas-capital-management-llc-plan) — 3 participants

- [Core Wealth Advisory](https://planprovider.pro/companies/core-wealth-advisory-plan) — 3 participants

- [Axial Capital Management, LLC](https://planprovider.pro/companies/axial-capital-management-llc-plan) — 3 participants

- [Bromfield Sneider Wealth Advisors, INC.](https://planprovider.pro/companies/bromfield-sneider-wealth-advisors-inc-plan) — 3 participants

- [Windham Capital Management LLC](https://planprovider.pro/companies/windham-capital-management-llc-plan) — 2 participants

- [Atlantic Capital Strategies, INC.](https://planprovider.pro/companies/atlantic-capital-strategies-inc-401k-plan) — 4 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/high-pines-wealth-management-l-401k-plan)

© 2026 PlanProvider.Pro