How big is Balanced Rock Investment Advisors LLC's plan?

Balanced Rock Investment Advisors LLC's plan reported $338K in assets and 5 participants for 2025.

Original filing (PDF)20260430220604NAL0000695010017

Balanced Rock Investment Advisors LLC

Name: Balanced Rock Investment Advisors LLC — Balanced, Form 5500 (2025)
Creator: Balanced Rock Investment Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Balanced Rock Investment Advisors 401(k) Plan

401(k) retirement plan · Balanced Rock Investment Advisors LLC's Balanced Rock Investment Advisors 401(k) Plan held $338K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$338K

Net assets (EOY)

$338K

People on this filing

Elantha Barry signed Balanced Rock Investment Advisors 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

Balanced Rock Investment Advisors LLC's EIN is 45-0893366.

EIN 45-0893366

Plan number 001

Plan year 2025

ACK ID 20260430220604NAL0000695010017

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Balanced Rock Investment Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Balanced Rock Investment Advisors 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 BALANCED ROCK INVESTMENT ADVISORS 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