What public Form 5500 filings show about the Balboa Travel, Inc. 401(k) plan — and how to find and check your own account.
Balboa Travel, Inc. (EIN 95-2592646) reports BALBOA TRAVEL, INC. PROFIT SHARING AND 401K PLAN on its most recent Form 5500, with $16.2M in plan assets across 102 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 Travel, 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 Vanguard, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Balboa Travel, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SAN DIEGO PENSION CONSULTANTS, FIRST LIGHT RETIREMENT, MATRANGA &, ASCENSUS.
