Original filing (PDF)20250225021720NAL0006852691003

BALANCING THE BOOKS BOOKKEEPING SERVICES LLC

Name: BALANCING THE BOOKS BOOKKEEPING SERVICES LLC — BALANCING THE BOOKS BOOKKEEPING SERVICES 401(K) PLAN, Form 5500 (2024)
Creator: BALANCING THE BOOKS BOOKKEEPING SERVICES LLC

Form 5500-SF

FILING_RECEIVED

BALANCING THE BOOKS BOOKKEEPING SERVICES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BALANCING THE BOOKS BOOKKEEPING SERVICES LLC.

Plan sponsor

Name

BALANCING THE BOOKS BOOKKEEPING SERVICES LLC

EIN

81-3771714

Address

560 W 3RD ST · STE 21 · JAMESTOWN, NY · 14701

Phone

(800) 503-5645

Industry

Wholesale Tradesee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-11-08

Filed

2025-02-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

CAMPUS TEXT, INC.

CAMPUS TEXT, INC. PROFIT SHARING PLAN

SMALL PRESS DISTRIBUTION

SMALL PRESS DISTRIBUTION 401(K) PLAN

SOLVE YOUR BOOKS LLC

SOLVE YOUR BOOKS LLC 401(K) PLAN

INGRAM INDUSTRIES INC.

INGRAM RETIREMENT PLAN

JUNGLEBOOKS CORPORATION

JUNGLEBOOKS 401(K) PLAN