How big is Balanced Business Services, LLC's plan?

Balanced Business Services, LLC's plan reported $5K in assets and 5 participants for 2024.

Original filing (PDF)20250717141825NAL0000205187001

Balanced Business Services, LLC

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

Form 5500-SF

FILING_RECEIVED

Balanced Business Services, LLC 401(k) Plan

401(k) retirement plan · Balanced Business Services, LLC's Balanced Business Services, LLC 401(k) Plan held $5K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5K

Net assets (EOY)

$5K

People on this filing

Marcus Bowie signed Balanced Business Services, LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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 Business Services, LLC's EIN is 26-1124878.

EIN 26-1124878

Plan number 001

Plan year 2024

ACK ID 20250717141825NAL0000205187001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Balanced Business Services, LLC'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 BALANCED BUSINESS SERVICES, 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