How big is Ballast Advisors, LLC's plan?

Ballast Advisors, LLC's plan reported $1.9M in assets and 16 participants for 2024.

Original filing (PDF)20250605100328NAL0011435969001

Ballast Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Ballast Advisors 401(k) Plan

401(k) retirement plan · Ballast Advisors, LLC's Ballast Advisors 401(k) Plan held $1.9M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Ballast Advisors, LLC's EIN is 81-5217330.

EIN 81-5217330

Plan number 001

Plan year 2024

ACK ID 20250605100328NAL0011435969001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ballast Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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