What public Form 5500 filings show about the Balboa Bay Partners LLC 401(k) plan — and how to find and check your own account.
Balboa Bay Partners LLC (EIN 82-2044161) reports BALBOA BAY PARTNERS 401(K) PLAN on its most recent Form 5500, with $2.2M in plan assets across 25 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 Balboa Bay Partners LLC filing — schedules, fees, and providers.
Balboa Bay Partners LLC’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 Balboa Bay Partners LLCHR for the recordkeeper’s name and login.
