Original filing (PDF)20250724193204NAL0012813474001

BALMORAL FUNDS, LLC

Name: BALMORAL FUNDS, LLC — BALMORAL FUNDS 401K PLAN, Form 5500 (2024)
Creator: BALMORAL FUNDS, LLC

Form 5500-SF

FILING_RECEIVED

BALMORAL FUNDS 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BALMORAL FUNDS, LLC.

Plan sponsor

Name

BALMORAL FUNDS, LLC

EIN

45-3788653

Address

11150 SANTA MONICA BLVD · SUITE 825 · LOS ANGELES, CA · 90025

Phone

(323) 886-5216

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

PATHFINDER PARTNERS, L.P.

PATHFINDER PARTNERS, LLC 401(K) PROFIT SHARING PLAN

$3.4M · 12 participants

FLEXSHOPPER, LLC

FLEXSHOPPER, LLC 401(K) PLAN

$3.4M · 185 participants

YOUSIF CAPITAL MANAGEMENT

YOUSIF CAPITAL MANAGEMENT 401(K) PLAN

$3.4M · 15 participants

DISCIPLINED EQUITY MANAGEMENT, INC.

DISCIPLINED EQUITY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

$3.4M · 5 participants

FORESITE LABS LLC

FORESITE LABS 401(K) PLAN

$3.4M · 39 participants