What public Form 5500 filings show about the Balanced Books, LLP 401(k) plan — and how to find and check your own account.
Balanced Books, LLP (EIN 47-2692760) reports BALANCED BOOKS, LLP 401K PLAN on its most recent Form 5500, with $416K in plan assets across 12 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 Balanced Books, LLP filing — schedules, fees, and providers.
Balanced Books, LLP’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Balanced Books, LLPHR for the recordkeeper’s name and login.
