How big is Defined Balance LLC's plan?

Defined Balance LLC's plan reported $402K in assets and 5 participants for 2025.

Original filing (PDF)20260420075807NAL0002085328001

Defined Balance LLC

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

Form 5500-SF

FILING_RECEIVED

Defined Balance LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Defined Balance LLC's Defined Balance LLC 401(k) Profit Sharing Plan & Trust held $402K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$402K

Net assets (EOY)

$402K

People on this filing

Laura Kellmann signed Defined Balance LLC's 2025 Form 5500 as plan administrator.

Laura Kellmann — 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

Defined Balance LLC's EIN is 46-4537958.

EIN 46-4537958

Plan number 001

Plan year 2025

ACK ID 20260420075807NAL0002085328001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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