BALZER & ASSOCIATES INC. 401(k) Plan
What public Form 5500 filings show about the BALZER & ASSOCIATES INC. 401(k) plan — and how to find and check your own account.
The BALZER & ASSOCIATES INC. 401(k) on its latest Form 5500
BALZER & ASSOCIATES INC. (EIN 54-0837195) reports BALZER & ASSOCIATES 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $29.3M in plan assets across 150 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 BALZER & ASSOCIATES INC. filing — schedules, fees, and providers.
Who runs the BALZER & ASSOCIATES INC. 401(k)?
BALZER & ASSOCIATES INC.’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 BALZER & ASSOCIATES INC.HR for the recordkeeper’s name and login.
How to check your BALZER & ASSOCIATES INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask BALZER & ASSOCIATES INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).