How big is Balanced Bridge Funding, LLC's plan?

Balanced Bridge Funding, LLC's plan reported $647K in assets and 6 participants for 2024.

Original filing (PDF)20250722112604NAL0002691393001

Balanced Bridge Funding, LLC

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

Form 5500-SF

FILING_RECEIVED

Balanced Bridge Funding 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Balanced Bridge Funding, LLC's Balanced Bridge Funding 401(k) Profit Sharing Plan and Trust held $647K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$647K

Net assets (EOY)

$647K

Plan identifiers

Balanced Bridge Funding, LLC's EIN is 47-5081452.

EIN 47-5081452

Plan number 001

Plan year 2024

ACK ID 20250722112604NAL0002691393001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BALANCED BRIDGE FUNDING, 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