401(k) retirement plan · Balance Management, LLC's Balance Management 401(k) Plan held $9K in plan assets for 32 participants in 2024.
Active participants
32
Accounts w/ balance
8
Plan assets (EOY)
$9K
Net assets (EOY)
$9K
Plan health score
Above-average plan
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
17
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BALANCE MANAGEMENT, LLC.
