How big is Balsam Solutions LLC's plan?

Balsam Solutions LLC's plan reported $121K in assets and 2 participants for 2024.

Original filing (PDF)20251013145813NAL0003370994001

Balsam Solutions LLC

Name: Balsam Solutions LLC — Balsam Solutions LLC 401(k), Form 5500 (2024)
Creator: Balsam Solutions LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Balsam Solutions LLC 401(k) Plan

401(k) retirement plan · Balsam Solutions LLC's Balsam Solutions LLC 401(k) Plan held $121K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$121K

Net assets (EOY)

$121K

People on this filing

Matthew L Augspurger signed Balsam Solutions LLC's 2024 Form 5500 as plan administrator.

Matthew L Augspurger — 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

Balsam Solutions LLC's EIN is 81-5108155.

EIN 81-5108155

Plan number 001

Plan year 2024

ACK ID 20251013145813NAL0003370994001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Balsam Solutions LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment.

Decision-maker contacts

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