How big is Balance Point Wellness, LLC's plan?

Balance Point Wellness, LLC's plan reported $2.4M in assets and 78 participants for 2024.

Original filing (PDF)20251014122031NAL0001366163001

Balance Point Wellness, LLC

Name: Balance Point Wellness, LLC — Balance Point Wellness, Form 5500 (2024)
Creator: Balance Point Wellness, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Balance Point Wellness 401(k) Plan

401(k) retirement plan · Balance Point Wellness, LLC's Balance Point Wellness 401(k) Plan held $2.4M in plan assets for 78 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

Balance Point Wellness, LLC's EIN is 46-4528708.

EIN 46-4528708

Plan number 001

Plan year 2024

ACK ID 20251014122031NAL0001366163001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Balance Point Wellness, 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 BALANCE POINT WELLNESS, LLC.

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Plan health score

Above-average plan

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

Knocking points off