How big is Balance Wealth Partners LLC's plan?

Balance Wealth Partners LLC's plan reported $484K in assets and 10 participants for 2025.

Original filing (PDF)20260427221323NAL0005151283099

Balance Wealth Partners LLC

Name: Balance Wealth Partners LLC — Balance Wealth, Form 5500 (2025)
Creator: Balance Wealth Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Balance Wealth Partners 401(k) Plan

401(k) retirement plan · Balance Wealth Partners LLC's Balance Wealth Partners 401(k) Plan held $484K in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$484K

Net assets (EOY)

$484K

People on this filing

Elantha Barry signed Balance Wealth Partners LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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 Wealth Partners LLC's EIN is 39-2974389.

EIN 39-2974389

Plan number 001

Plan year 2025

ACK ID 20260427221323NAL0005151283099

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Balance Wealth Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Balance Wealth Partners 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 BALANCE WEALTH PARTNERS 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