Balance Point Capital Advisors, LLC

Amanda Meltzer signed Balance Point Capital Advisors, LLC's 2024 Form 5500 as plan administrator.

• Amanda Meltzer — Plan Administrator — Form 5500 signer

Signer names are public record from the Form 5500 e-signature.

Balance Point Capital Advisors, LLC's EIN is 45-2494386.

Download the official 2024 Form 5500 (PDF) for Balance Point Capital Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Balance Point Capital Advisors, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).