How big is Kerry Balanza DBA Balanza Vineyard's plan?

Kerry Balanza DBA Balanza Vineyard's plan reported $13 in assets and 4 participants for 2025.

Original filing (PDF)20260501221228NAL0001186931093

Kerry Balanza DBA Balanza Vineyard

Name: Kerry Balanza DBA Balanza Vineyard — Kerry Balanza, Form 5500 (2025)
Creator: Kerry Balanza DBA Balanza Vineyard
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kerry Balanza DBA Balanza Vineyard 401(k) Plan

401(k) retirement plan · Kerry Balanza DBA Balanza Vineyard's Kerry Balanza DBA Balanza Vineyard 401(k) Plan held $13 in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13

Net assets (EOY)

$13

Plan identifiers

Kerry Balanza DBA Balanza Vineyard's EIN is 82-0610242.

EIN 82-0610242

Plan number 001

Plan year 2025

ACK ID 20260501221228NAL0001186931093

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kerry Balanza DBA Balanza Vineyard from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Kerry Balanza DBA Balanza Vineyard'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 KERRY BALANZA DBA BALANZA VINEYARD.

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Plan health score

Above-average plan

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

Knocking points off