Michelle Martin signed Balance Technology, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Balance Technology, Inc.'s EIN is 38-2822225.
Download the official 2024 Form 5500 (PDF) for Balance Technology, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Balance Technology, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $83K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, L | 26-0058143 | — | INVESTMENT ADVISORY | $90K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NYLI Winslow Large Cap Growth Class I | Other securities | — | — | $3.5M | 22.4% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.8M | 17.7% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $1.5M | 9.3% | |
| Janus Balanced Fund | Mutual Funds | — | — | $1.2M | 7.6% | |
| Vanguard International Growth Fund | Mutual Funds | — | — | $1.1M | 6.8% | |
| T. ROWE PRICE RT HYB 2050 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 015 | Common Collective Trust | — | — | $1.0M | 6.6% | |
| T. Rowe Price Mid Cap Equity Growth Fund | Other securities | — | — | $778K | 5.0% | |
| T. ROWE PRICE RT HYB 2025 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 010 | Common Collective Trust | — | — | $660K | 4.2% | |
| Principal Trust Company MFS Value Fund | Mutual Funds | — | — | $649K | 4.1% | |
| T. ROWE PRICE RT HYB 2045 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $412K | 2.6% | |
| T. Rowe Price QM Small Cap Growth Fund | Other securities | — | — | $336K | 2.1% | |
| Principal Trust Company Galliard Stable Return PN | Common Stocks | — | — | $259K | 1.6% | |
| T. ROWE PRICE RT HYB 2060 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $247K | 1.6% | |
| GALLIARD STABLE RETURN E SEI TRUST COMPANY · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $246K | 1.6% | |
| T. ROWE PRICE RT HYB 2055 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 016 | Common Collective Trust | — | — | $143K | 0.9% | |
| Federated Total Bond Fund | Other securities | — | — | $139K | 0.9% | |
| T. ROWE PRICE RT HYB 2035 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 012 | Common Collective Trust | — | — | $132K | 0.8% | |
| Participants Participant loans with interest rates ranging from 4.25 to 9.50 percent - | Participant loans | — | — | $115K | 0.7% | |
| Vanguard Inflation Protected Securities Admiral | Mutual Funds | — | — | $104K | 0.7% | |
| T. ROWE PRICE RT HYB 2030 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 011 | Common Collective Trust | — | — | $103K | 0.7% | |
| MFS International Value Fund Class R3 | Mutual Funds | — | — | $100K | 0.6% | |
| JPMorgan Mid Cap Value Fund R6 | Other securities | — | — | $94K | 0.6% | |
| T. ROWE PRICE RT HYB 2005 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 006 | Common Collective Trust | — | — | $79K | 0.5% | |
| T. ROWE PRICE RT HYB 2040 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 013 | Common Collective Trust | — | — | $63K | 0.4% | |
| American Beacon Small Cap Value Fund | Other securities | — | — | $44K | 0.3% | |
| Fidelity Advisor Strategic Income Fund | Mutual Funds | — | — | $41K | 0.3% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $15K | <0.1% | |
| T. ROWE PRICE RT HYB 2065 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 019 | Common Collective Trust | — | — | $14K | <0.1% | |
| T. ROWE PRICE RT HYB 2015 T14 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 008 | Common Collective Trust | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
