What public Form 5500 filings show about the Balance Technology, Inc. 401(k) plan — and how to find and check your own account.
Balance Technology, Inc. (EIN 38-2822225) reports BALANCE TECHNOLOGY, INC. 401(K) PLAN on its most recent Form 5500, with $15.7M in plan assets across 72 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Balance Technology, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Balance Technology, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CAPFINANCIAL PARTNERS L.
