How big is Balmoral Funds, LLC's plan?

Balmoral Funds, LLC's plan reported $4.4M in assets and 15 participants for 2025.

Original filing (PDF)20260520200044NAL0002029971001

Balmoral Funds, LLC

Name: Balmoral Funds, LLC — Balmoral Funds 401(k) Plan, Form 5500 (2025)
Creator: Balmoral Funds, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Balmoral Funds 401(k) Plan

401(k) retirement plan · Balmoral Funds, LLC's Balmoral Funds 401(k) Plan held $4.4M in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

People on this filing

Luke MAU signed Balmoral Funds, LLC's 2025 Form 5500 as plan administrator.

Luke MAU — 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

Balmoral Funds, LLC's EIN is 45-3788653.

EIN 45-3788653

Plan number 001

Plan year 2025

ACK ID 20260520200044NAL0002029971001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Balmoral Funds, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Balmoral Funds, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BALMORAL FUNDS, 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