How big is Complete System Balance LLC's plan?

Complete System Balance LLC's plan reported $663K in assets and 20 participants for 2024.

Original filing (PDF)20250603084300NAL0029239186001

Complete System Balance LLC

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

Form 5500-SF

FILING_RECEIVED

Complete System Balance LLC 401(k) Plan

401(k) retirement plan · Complete System Balance LLC's Complete System Balance LLC 401(k) Plan held $663K in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$663K

Net assets (EOY)

$663K

People on this filing

CODY Lee signed Complete System Balance LLC's 2024 Form 5500 as plan administrator.

CODY Lee — 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

Complete System Balance LLC's EIN is 81-0717513.

EIN 81-0717513

Plan number 001

Plan year 2024

ACK ID 20250603084300NAL0029239186001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Complete System Balance 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 COMPLETE SYSTEM BALANCE 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