How big is Balentine LLC's plan?

Balentine LLC's plan reported $9.8M in assets and 60 participants for 2024.

Original filing (PDF)20250715095431NAL0001490899001

Balentine LLC

Name: Balentine LLC — Balentine Employee's Savings Plan, Form 5500 (2024)
Creator: Balentine LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Balentine Employee's Savings Plan

401(k) retirement plan · Balentine LLC's Balentine Employee's Savings Plan held $9.8M in plan assets for 60 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.8M

Net assets (EOY)

$9.8M

People on this filing

Mallorie Reynolds signed Balentine LLC's 2024 Form 5500 as plan administrator.

Mallorie Reynolds — 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

Balentine LLC's EIN is 27-1403339.

EIN 27-1403339

Plan number 001

Plan year 2024

ACK ID 20250715095431NAL0001490899001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Balentine 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 BALENTINE 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