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Original filing (PDF)20250929190101NAL0014220128001
BALANCED BODY INC.
Form 5500
FILING_RECEIVED
BALANCED BODY 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
321
Accounts w/ balance
347
Plan assets (EOY)
$18.0M
Net assets (EOY)
$18.0M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BALANCED BODY INC..
Plan sponsor
Name
BALANCED BODY INC.
EIN
68-0291136
Address
5909 88TH STREET · SACRAMENTO, CA · 95828
Phone
(916) 386-6246
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BFBA, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $32K | — |
| BFBA, LLP | — | SACRAMENTO, CA | NONE | $12K | — |
| MONARCH PLAN ADVISORS | — | SIMI VALLEY, CA | NONE | $10K | — |
Investments
26 direct securities· $18.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Growth Stock I T. Rowe Price 0 | — | — | — | $3.9M | 21.6% | |
| FPA Crescent Portfolio FPA 0 | — | — | — | $2.7M | 14.9% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $2.5M | 13.9% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $1.4M | 7.6% | |
| T. Rowe Price Retirement 2040 I T. Rowe Price 0 | — | — | — | $959K | 5.3% | |
| Dodge & Cox Balanced X Dodge & Cox 0 | — | — | — | $928K | 5.2% | |
| Vanguard Cash Reserves Federal MM Adm Vanguard 0 | — | — | — | $900K | 5.0% | |
| T. Rowe Price Retirement 2030 I T. Rowe Price 0 | — | — | — | $720K | 4.0% | |
| T. Rowe Price Retirement 2050 I T. Rowe Price 0 | — | — | — | $612K | 3.4% | |
| Vanguard Interm-Term Bond Index Adm Vanguard 0 | — | — | — | $522K | 2.9% | |
| Parnassus Core Equity Inst Parnassus 0 | — | — | — | $490K | 2.7% | |
| Dodge & Cox Stock X Dodge & Cox 0 | — | — | — | $403K | 2.2% | |
| Dodge & Cox Income X Dodge & Cox 0 | — | — | — | $292K | 1.6% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $266K | 1.5% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $232K | 1.3% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $207K | 1.1% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $203K | 1.1% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $183K | 1.0% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $159K | 0.9% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $155K | 0.9% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $113K | 0.6% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $77K | 0.4% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $68K | 0.4% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $32K | 0.2% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $18K | 0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $9K | <0.1% |
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