How big is Balance and Thrive's plan?

Balance and Thrive's plan reported $380 in assets and 1 participants for 2024.

Original filing (PDF)20250725120538NAL0007372256001

Balance and Thrive

Name: Balance and Thrive — Balance and Thrive OFB Benefit, Form 5500 (2024)
Creator: Balance and Thrive
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Balance and Thrive OFB Benefit Plan

Health & welfare plan · Balance and Thrive's Balance and Thrive OFB Benefit Plan held $380 in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$380

Net assets (EOY)

$158

People on this filing

Trevor Kirkpatrick signed Balance and Thrive's 2024 Form 5500 as plan administrator.

Trevor Kirkpatrick — 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 and Thrive's EIN is 46-1511326.

EIN 46-1511326

Plan number 501

Plan year 2024

ACK ID 20250725120538NAL0007372256001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Balance and Thrive from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Balance and Thrive's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BALANCE AND THRIVE.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score