How big is Balanced Financial Concepts LLC's plan?

Balanced Financial Concepts LLC's plan reported $1.6M in assets and 5 participants for 2025.

Original filing (PDF)20260423102145NAL0004581713001

Balanced Financial Concepts LLC

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

Form 5500-SF

FILING_RECEIVED

Balanced Financial Concepts 401(k) Plan

401(k) retirement plan · Balanced Financial Concepts LLC's Balanced Financial Concepts 401(k) Plan held $1.6M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Gautam PAI signed Balanced Financial Concepts LLC's 2025 Form 5500 as plan administrator.

Gautam PAI — 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 Financial Concepts LLC's EIN is 46-4263266.

EIN 46-4263266

Plan number 001

Plan year 2025

ACK ID 20260423102145NAL0004581713001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Balanced Financial Concepts LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 FINANCIAL CONCEPTS 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