How big is Balance Energy, LLC's plan?

Balance Energy, LLC's plan reported $550K in assets and 99 participants for 2024.

Original filing (PDF)20250715094338NAL0001950657001

Balance Energy, LLC

Name: Balance Energy, LLC — Dupure 401(k) Plan, Form 5500 (2024)
Creator: Balance Energy, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dupure 401(k) Plan

401(k) retirement plan · Balance Energy, LLC's Dupure 401(k) Plan held $550K in plan assets for 99 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$550K

Net assets (EOY)

$550K

People on this filing

Jonas K Dahlstrom signed Balance Energy, LLC's 2024 Form 5500 as plan administrator.

Jonas K Dahlstrom — 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

Balance Energy, LLC's EIN is 47-1815789.

EIN 47-1815789

Plan number 002

Plan year 2024

ACK ID 20250715094338NAL0001950657001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Balance Energy, 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 BALANCE ENERGY, 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