How big is Balanced Strategies LLC's plan?

Balanced Strategies LLC's plan reported $24K in assets and 2 participants for 2024.

Original filing (PDF)20250521132334NAL0003223792001

Balanced Strategies LLC

Name: Balanced Strategies LLC — Balanced Strategies LLC, Form 5500 (2024)
Creator: Balanced Strategies LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Balanced Strategies LLC 401(k) Plan

401(k) retirement plan · Balanced Strategies LLC's Balanced Strategies LLC 401(k) Plan held $24K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$24K

Net assets (EOY)

$24K

People on this filing

Ashton RIEF signed Balanced Strategies LLC's 2024 Form 5500 as plan administrator.

Ashton RIEF — 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

Balanced Strategies LLC's EIN is 20-4946188.

EIN 20-4946188

Plan number 001

Plan year 2024

ACK ID 20250521132334NAL0003223792001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Balanced Strategies LLC'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 BALANCED STRATEGIES 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