· 2022–2024 · DOL EFAST2

The Ballestas Group LLC — The Ballestas Group LLC, Form 5500 (2025)

Original filing (PDF)20260507140344NAL0004000944001

The Ballestas Group LLC

Form 5500-SF

FILING_RECEIVED

The Ballestas Group LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · The Ballestas Group LLC's The Ballestas Group LLC 401(k) Profit Sharing Plan & Trust held $359K in plan assets for 4 participants in 2025.

Active participants

4

Accounts w/ balance

4

Plan assets (EOY)

$359K

Net assets (EOY)

$359K

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

84

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE BALLESTAS GROUP LLC.

Plan sponsor

Name

THE BALLESTAS GROUP LLC

EIN

47-2283165all filings

Address

891 HARBOR DR · KEY BISCAYNE, FL · 331491746

Phone

(786) 344-4025

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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