Original filing (PDF)20250723194411NAL0005930064001

Balance & Potential Inc.

Name: Balance & Potential Inc. — Form 5500 (2024)
Creator: Balance & Potential Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Balance & Potential Inc. held $109K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$109K

Net assets (EOY)

$109K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

BALANCE & POTENTIAL INC

EIN

all filings

Address

5755 N POINT PKWY · STE 79 · ALPHARETTA, GA · 30022

Phone

(678) 889-3299

Industry