How big is Balestra Capital, Ltd.'s plan?

Balestra Capital, Ltd.'s plan reported $1.3M in assets and 3 participants for 2024.

Original filing (PDF)20250529134952NAL0007845793001

Balestra Capital, Ltd.

Name: Balestra Capital, Ltd. — Balestra Capital, Ltd., Form 5500 (2024)
Creator: Balestra Capital, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Balestra Capital, Ltd. Profit Sharing Plan

401(k) retirement plan · Balestra Capital, Ltd.'s Balestra Capital, Ltd. Profit Sharing Plan held $1.3M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

SHU LIU signed Balestra Capital, Ltd.'s 2024 Form 5500 as plan administrator.

SHU LIU — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Balestra Capital, Ltd.'s EIN is 13-2972945.

EIN 13-2972945

Plan number 001

Plan year 2024

ACK ID 20250529134952NAL0007845793001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Balestra Capital, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Balestra Capital, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BALESTRA CAPITAL, LTD.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off