How big is Balance Marketing Group's plan?

Balance Marketing Group's plan reported $437K in assets and 7 participants for 2024.

Original filing (PDF)20251023050709NAL0006085346001

Balance Marketing Group

Name: Balance Marketing Group — Balance Marketing Group, Form 5500 (2024)
Creator: Balance Marketing Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Balance Marketing Group Inc.

401(k) retirement plan · Balance Marketing Group's Balance Marketing Group Inc. held $437K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$437K

Net assets (EOY)

$437K

People on this filing

William Snyder signed Balance Marketing Group's 2024 Form 5500 as plan administrator.

William Snyder — 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

Balance Marketing Group's EIN is 27-0834234.

EIN 27-0834234

Plan number 001

Plan year 2024

ACK ID 20251023050709NAL0006085346001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Balance Marketing Group'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 BALANCE MARKETING GROUP.

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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