How big is Balanceworx Inc.'s plan?

Balanceworx Inc.'s plan reported $346K in assets and 5 participants for 2024.

Original filing (PDF)20250704140413NAL0002475520001

Balanceworx Inc.

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

Form 5500-SF

FILING_RECEIVED

Balanceworx Inc. 401(k)

401(k) retirement plan · Balanceworx Inc.'s Balanceworx Inc. 401(k) held $346K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$346K

Net assets (EOY)

$346K

People on this filing

Brain Bottema signed Balanceworx Inc.'s 2024 Form 5500 as plan administrator.

Brain Bottema — 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

Balanceworx Inc.'s EIN is 20-5429680.

EIN 20-5429680

Plan number 001

Plan year 2024

ACK ID 20250704140413NAL0002475520001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Balanceworx Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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