Highmark, LLC d/b/a Highmark ("Highmark," "we," "us," or "our") is committed to protecting the privacy of visitors to our website, highmarkplan.com (the "Site"). This Privacy Policy describes how we collect, use and share information when you visit or interact with the Site.

This policy applies to information collected through the Site only. It does not apply to information collected through our investment advisory services, which is governed by our separate Client Privacy Notice provided to advisory clients in accordance with Regulation S-P. If you are a current client and have questions about how we handle your personal financial information, please contact us directly or refer to the privacy notice provided at the start of your advisory relationship.

This Privacy Policy also applies to information collected when you visit or interact with our website, highmarkplan.com (the "Site"), including through contact forms, scheduling tools and automatic data collection technologies such as cookies and analytics.

Information We Collect

Information You Provide Directly

When you submit a form, schedule a call or otherwise contact us through the Site, we may collect:

• Your name
• Email address
• Phone number
• Company name
• The nature of your inquiry (e.g., 401(k) plan services, wealth management)
• Any additional information you include in a message

This information is collected voluntarily. You are not required to provide any personal information to browse the Site, but certain information (such as name and email) is required to submit a contact form or schedule a meeting.

Information Collected Automatically

When you visit the Site, certain information is collected automatically through cookies and similar technologies, including:

• IP address
• Browser type and version
• Operating system
• Pages visited and time spent on the Site
• Referring URL (how you arrived at the Site)
• General geographic location (city/region level, not precise location)

This information is collected through Google Analytics and is used to understand how visitors use the Site and to improve its content and performance.

How We Use Your Information

We use the information collected through the Site for the following purposes:

• To respond to inquiries submitted through our contact form
• To schedule and facilitate meetings requested through our booking tool
• To understand how visitors use the Site and improve its content, structure and performance
• To comply with applicable legal and regulatory obligations
• To operate, maintain and improve our website, including understanding how visitors navigate the Site using analytics tools such as Google Analytics

We do not use information collected through the Site to make investment recommendations or provide advisory services. Advisory services are provided only under a separate client agreement.

Cookies and Tracking Technologies

The Site uses cookies and similar tracking technologies to collect information about your visit, including your IP address, browser type, pages visited and referring URL. This data is used solely to improve Site performance and user experience.

Google Analytics - We use Google Analytics to collect anonymized data about how visitors interact with the Site. Google Analytics uses cookies to track page views, session duration and traffic sources. You can opt out of Google Analytics tracking by installing the Google Analytics Opt-Out Browser Add-on, available at https://tools.google.com/dlpage/gaoptout.

Calendly - If you use the scheduling feature on our Site, Calendly may set cookies to facilitate the booking process. Calendly's use of your information is governed by its own privacy policy, available at https://calendly.com/privacy.

We do not use cookies for advertising purposes. We do not serve targeted ads or share cookie data with advertising networks.

How We Share Your Information

We do not sell, rent or trade your personal information to third parties.

We may share your information in the following limited circumstances:

• Service providers. We may share information with third-party tools and platforms that help us operate the Site, including our web hosting provider, analytics provider (Google), and scheduling tool (Calendly). These providers are authorized to use your information only as necessary to provide their services to us.
• Legal obligations. We may disclose information if required to do so by law, regulation, legal process or governmental request, or if we believe disclosure is necessary to protect our rights, your safety or the safety of others.

Information Sharing Summary 

In the section below, we list the reasons financial companies can share customers’ personal information, the reasons we choose to share and whether you can limit this sharing.

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To Limit Our Sharing

If you would like to limit us from sharing your information, please call us at (615) 970-8585.

Please note: If you are a new customer, we can begin sharing your information from the date you received this notice. When you are no longer our customer, we continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing.

Data Retention

Contact form submissions and scheduling information are retained for as long as necessary to respond to your inquiry and maintain records of our communications. Website analytics data is retained in accordance with Google Analytics’ standard data retention settings.

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

Your Choices

Federal law gives you the right to limit only the following:

• Sharing for affiliates’ everyday business purposes - information about your creditworthiness
• Affiliates from using your information to market to you
• Sharing for non-affiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.

Contact forms. Providing your information through our contact form or scheduling tool is voluntary. You may also contact us directly by phone or email instead.

Cookies. Most web browsers allow you to control cookies through their settings. You can typically set your browser to refuse cookies or alert you when cookies are being sent. Disabling cookies may affect the functionality of certain features on the Site.

Google Analytics opt-out. You can prevent Google Analytics from collecting your data by installing the opt-out browser add-on referenced above.

If you hold a joint account, your choices will apply to everyone on your account - unless you tell us otherwise.

Security

We take reasonable measures to protect the information collected through the Site from unauthorized access, use or disclosure. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

Third-Party Links

The Site may contain links to third-party websites, including our client portal (Altruist), BrokerCheck (FINRA), and other external resources. We are not responsible for the privacy practices or content of those sites. We encourage you to review the privacy policies of any third-party site you visit.

Children's Privacy

The Site is not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child under 18, we will take steps to delete it promptly.

Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology or legal requirements. The “Last Updated” date at the top of this page indicates when the policy was most recently revised. We encourage you to review this page periodically.

Contact Us

If you have questions about this Privacy Policy or how we handle your information, you may contact us at:

Highmark, LLC 

Franklin, Tennessee

Nathan Rollins, Managing Partner 

Phone: (615) 970-8585 

Email: nmr@highmarkplan.com

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Highmark, LLC d/b/a Highmark is a Registered Investment Advisor. This Privacy Policy applies to information collected through this website only and does not constitute a client privacy notice under Regulation S-P.