How big is Balick & Balick LLC's plan?

Balick & Balick LLC's plan reported $1.6M in assets and 6 participants for 2024.

Original filing (PDF)20250710135216NAL0008749536001

Balick & Balick LLC

Name: Balick & Balick LLC — Balick & Balick LLC 401(k), Form 5500 (2024)
Creator: Balick & Balick LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Balick & Balick LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Balick & Balick LLC's Balick & Balick LLC 401(k) Profit Sharing Plan held $1.6M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Kristyn Hinton signed Balick & Balick LLC's 2024 Form 5500 as plan administrator.

Kristyn Hinton — Plan Administrator — Form 5500 signer
ADAM Balick — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Balick & Balick LLC's EIN is 20-0509462.

EIN 20-0509462

Plan number 002

Plan year 2024

ACK ID 20250710135216NAL0008749536001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Balick & Balick LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Balick & Balick LLC's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

BALICK & BALICK LLC

EIN

all filings

Address

711 KING ST · WILMINGTON, DE · 19801

Phone

(302) 658-4265

Industry

Law Offices· Professional & Technical Services

Plan administrator