How big is Balance Catamarans LLC's plan?

Balance Catamarans LLC's plan reported $4.9M in assets and 3 participants for 2024.

Original filing (PDF)20250924131649NAL0008187040001

Balance Catamarans LLC

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

Form 5500-SF

FILING_RECEIVED

Balance Catamarans LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Balance Catamarans LLC's Balance Catamarans LLC 401(k) Profit Sharing Plan held $4.9M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.9M

Plan identifiers

Balance Catamarans LLC's EIN is 46-5722896.

EIN 46-5722896

Plan number 004

Plan year 2024

ACK ID 20250924131649NAL0008187040001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Balance Catamarans LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 CATAMARANS 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